MacroView Investment Management provides personalized investment management services, offering continuous supervision over client investment accounts and making trades when appropriate. MacroView also offers financial planning services to both investment management clients and on an à la carte basis to non-investment management clients. MacroView also offers retirement plan consulting services to plan sponsors and trustees.
Fee Structure
MacroView charges a percentage of the assets they manage for investment management services. The fee is negotiable and generally does not exceed 1.5% annually. The fee is calculated based on the net value of the account and billed quarterly in arrears. Clients may also incur brokerage and other transaction costs, as well as mutual fund operating expenses.