Daniel Cohen is a registered investment advisor at Macroview Investment Management LLC, based in Bethesda, MD, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 249 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
4800 Hampden Lane, Suite 200, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Macroview Investment Management LLC
Previous Registrations
Chevy Chase Trust Company
Asset Management INC
State Registrations2 states
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