Maximilian Neumayer
Maximilian Neumayer is a CFP-designated registered investment advisor at Formation Wealth Management, based in Ponte Vedra Beach, FL, with 23 years of industry experience. Maximilian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 43 clients with $41M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee schedule is a blended tiered fee schedule. Fees may be negotiable.
Fee Estimator
Location
822 A1A North, Suite 310, Ponte Vedra Beach, FL, 32082
Get directionsHistory
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 ActivitiesSells Insurance
Maximilian is an independent insurance agent licensed in Florida, offering life, health, and variable annuity products since 2016. This activity requires minimal time.
Employment History
Current Registrations
Formation Wealth Management
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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.