JR
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Justin Rabinowitz

21 Years of Experience
New York, NY
Broker

Justin Rabinowitz is a registered investment advisor at Maxim Financial Advisors LLC, based in New York, NY, with 21 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 747 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
35 advisors
Number of Clients
747 clients
Average Client Portfolio
$531K average
Assets Under Management
$396.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Fees for investment management are negotiated between you and your advisor. Wrap account fees range from 0.1% to 2.5% annually. For customized hedge fund portfolios, Maxim Financial Advisors' fee ranges up to 1.5% annually, in addition to Crystal Capital Partners' fee of up to 1.5% and underlying managers' fees.

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Location

300 Park Ave, 16th Fl, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Maxim Financial Advisors LLC
January 2019 - Present · 7 yrs 4 mos
Maxim Group LLCBroker
July 2004 - Present · 21 yrs 10 mos
Previous Registrations
M Vest LLCBroker
May 2020 - October 2021 · 1 yr 5 mos
State Registrations4 states
CTFLNJNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Justin Rabinowitz - Financial Advisor | TrueAdvisor