Macroview Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“An hourly fee of no more than $500 per hour is charged by MacroView for financial planning services under this arrangement.”

Flat or project fee

$500⁠-⁠$10,000

“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Macroview Investment Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If an agreement for services is executed mid-period, the initial fee is prorated based on the number of days those services were provided.”
• “Likewise, if the advisory relationship is terminated during a billing period, we charge a prorated fee based on the number of days those services were provided prior to the date of the termination.”
• “Fees are negotiable and will be determined by the scope and nature of the services provided, the amount of assets in the Plan, the complexity of the Plan document and other factors.”

How Macroview Investment Management LLC’s fees compare

• Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 9 of the 12 other planners in Bethesda that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in Bethesda that publish a flat or project fee charge less.

About Macroview Investment Management LLC

• Firm size: 5 employees.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

225

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$387,072,284

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149621

Website

macroviewim.com (opens in new tab)

Phone

(301) 907-6794

Can advise clients in 15 states: California, District of Columbia, Florida, Georgia, Maryland, Minnesota, North Carolina, Nebraska, New Hampshire, New York, Ohio, South Carolina, Texas, Virginia, Washington

Other planners in Bethesda that publish fees

• Alikos Wealth Management, LLCBethesda$100⁠-⁠$400/hr, $1,500⁠-⁠$10,000
• Arch Financial Advisors LLCBethesda$1,500⁠-⁠$8,000, $2,000⁠-⁠$20,000/yr
• Beyond Financial Planning, LLCBethesda$500/hr, $6,000⁠-⁠$12,000/yr
• Bontempo Ohly Capital Management, LLCBethesda$375/hr
• Family Office Research, LLCBethesda$250/hr, $5,000⁠-⁠$10,000
• FBB Capital PartnersBethesda$450/hr, $500

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