Crystal Maxwell
Crystal Maxwell is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 22 years of industry experience. Crystal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
4400 Post Oak Parkway, 17th Floor, Houston, TX, 77027
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business Activities
Crystal is an officer of The Trinity Charitable Foundation, which donates money to other charities. This activity requires minimal time.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations41 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.
Exams
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