Frederick Maxted is a CFA-designated registered investment advisor at Group W Investment Management LLC, based in Bozeman, MT, with 22 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $21M 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 $250K | 0.80% |
| $250K - $1.5M | 0.40% |
| $1.5M+ | 0.20% |
Fee Estimator
Location
15 South Tracy Ave, #4, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Group W Investment Management LLC
State Registrations1 state
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