Kellen Doop is a registered investment advisor at Maxwell Financial Group, INC, based in Calabasas, CA, with 18 years of industry experience. Kellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 33 clients with $8.2M 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 | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1000K | 0.50% |
| $1.0M - $1.2M | 0.45% |
| $1.3M - $1.5M | 0.40% |
| $1.5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
23679 Calabasas Road #773, Suite 773, Calabasas, CA, 91302
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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 Financial Group, INC
Previous Registrations
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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