Christopher Thomas is a CFP-designated registered investment advisor at Macroview Investment Management LLC, based in Bethesda, MD, with 22 years of industry experience. Christopher 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher serves as treasurer for the National Capital Chapter-Society of Financial Service Professionals, an industry association. This activity involves minimal time.
Employment History
Current Registrations
Macroview Investment Management LLC
Previous Registrations
Triad Advisors, LLC
Planning Solutions Group, LLC
Triad Advisors LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.