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The fee is billed in arrears, is negotiable and requires an account of at least $300,000.","source":"MACROVIEW ADV PART 2A, filed 25 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MacroView Investment Management use?","answer":"MacroView Investment Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $207M, Charles Schwab & Co., Inc. (Westlake, TX), with $118M and Delaware Charter Guarantee & Trust Company, Inc. (Wilmington, DE), with $48.9M. 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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MacroView Investment Management invest in?","answer":"At the end of its last fiscal year, MacroView Investment Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% state and local bonds, 6% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does MacroView Investment Management have a minimum investment?","answer":"Yes, MacroView Investment Management’s minimum account size for its Personal Wealth Management is $300K.","source":"MACROVIEW ADV PART 2A, filed 25 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns MacroView Investment Management?","answer":"MacroView Investment Management’s direct owners are Daniel Cohen (75% or more) and Micah Patashnik (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MacroView Investment Management get paid?","answer":"MacroView Investment Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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