Max Abrams is a registered investment advisor at Money Managers, INC., based in Orange, CA, with 6 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 188 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.4M | 1.80% |
| $1.4M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees range from 2.50% to 0.50% annually depending on strategy and relationship size. Fees are negotiable.
Fee Estimator
Location
438 E. Katella Ave., Suite 217, Orange, CA, 92867
Get directionsHistory
Regulatory History (3)
Financial
November 2019Regulatory
May 1989Criminal
July 1979Other Business Activities
Max is a real estate broker for Lionsgate Realty, provides accounting services for Abrams Finance Group, and is involved in mortgage funding with Emortgage Capital. Each of these activities takes minimal time.
Employment History
Current Registrations
Money Managers, INC.
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Walt Securities, INC.Broker
The Stuart-James Company, 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.
Exams
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