MacroView Investment Management manages investment portfolios and provides personalized financial planning for individuals, families, and business owners. MacroView uses a top-down macroeconomic approach to build diversified portfolios tailored to each client's specific goals, risk tolerance, and liquidity needs. In addition to personal wealth management, MacroView offers sub-advisory services to other registered investment advisors, independent third-party manager selection, and retirement plan consulting for qualified plans. Financial planning is included as part of personal wealth management services or can be purchased on an à la carte basis. MacroView specializes in working with individuals, high net worth clients, corporations, and non-profit organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees generally do not exceed 1.5% and are negotiable based on account size, related accounts, and complexity. Fees are billed quarterly in arrears.