Jeffrey Maxwell
Jeffrey Maxwell is a registered investment advisor at Maxwell and Morse Capital Management, INC., based in Tulsa, OK, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 183 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
5026 East 101st Street, Suite A, Tulsa, OK, 74137
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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 →Employment History
Current Registrations
Maxwell and Morse Capital Management, INC.
Previous Registrations
The Legacy Financial Group, INC.
Morse Capital Management, INC.
Morse Capital Management, INC.
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.