JR
JR

Justin Rabinowitz

22 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 22 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 775 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
36 advisors
Number of Clients
775 clients
Average Client Portfolio
$575K average
Assets Under Management
$445.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Wrap program asset management fees range from 10 basis points (0.10%) to 250 basis points (2.50%) and are negotiated at the time the client signs the contract. Customized hedge fund portfolios charge up to 1.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 9 mos
Maxim Group LLCBroker
July 2004 - Present · 22 yrs 3 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.
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