Robert Maxwell
Robert Maxwell is a registered investment advisor at Collective Wealth Advisors LLC, based in Coppell, TX, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 224 clients with $160M 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 | 1.50% |
Maximum annual fee of 1.50% of assets under management. Fees are negotiable. Third-party sub-advisors or account administrators may charge additional fees ranging from 0.18% to 2.00% depending on the strategy.
Fee Estimator
Location
713 Main Street, Coppell, TX, 75019
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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 →Other Business ActivitiesSells Insurance
Robert is a sole proprietor and insurance agent since 2008. This activity takes minimal time.
Employment History
Current Registrations
Collective Wealth Advisors LLC
Previous Registrations
R. Scott Maxwell Financial
Talis Advisory Services, LLC
Chronim Advisors
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.
Exams
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