Maximus Nguyen is a registered investment advisor at Focus Partners Wealth, LLC, based in Las Vegas, NV, with 15 years of industry experience. Maximus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
1980 Festival Plaza Drive, Suite #300, Las Vegas, NV, 89135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maximus creates videos and courses on personal development, interpersonal relationship skills, and marketing, spending a few hours per week. The content is non-investment related and for entertainment and educational purposes.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Churchill Management Group
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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