Maxime Jean-Louis
Maxime Jean-Louis is a registered investment advisor at Prosperitus Wealth Advisors, based in Coral Springs, FL, with 18 years of industry experience. Maxime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 224 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitus Wealth Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the amount you have invested, but it will not exceed:
- Up to 2.0% on the first $99,999.99
- Up to 1.9% on amounts between $100,000 and $249,999.99
- Up to 1.8% on amounts between $250,000 and $499,999.99
- Up to 1.8% on amounts between $500,000 and $749,999.99
- Up to 1.8% on amounts between $750,000 and $999,999.99
- Up to 1.8% on amounts between $1,000,000 and $1,999,999.99
- Up to 1.8% on amounts between $2,000,000 and $4,999,999.99
- Up to 1.8% on amounts between $5,000,000 and $24,999,999.9
- Up to 1.8% on amounts over $25,000,000
These fees are negotiable.
Location
2855 N University Drive, Suite 110, Coral Springs, FL, 33065
Get directionsHistory
Regulatory History (1)
Criminal
March 1995Other Business ActivitiesSells Insurance
Maxime operates Inspiri Strategic Management as a conduit for business income/expenses related to investment advisory and insurance (life, health, and annuity) activities, dedicating a few hours per week. Maxime also serves as Relationship VP for Young Haitian Doctors Network, Inc., spending minimal time to collaborate on strategic planning and ensure financial health.
Employment History
Current Registrations
Prosperitus Wealth Advisors
Previous Registrations
Avenir Private Advisors, LLC
Kovack Securities INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.