Max Mahler is a CFP-designated registered investment advisor at &partners, based in Clayton, MO, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2024Other Business Activities
Max co-owns multiple rental properties and raw land, and manages POH LLC. He also manages 1828 Capital LLC, an operating company for local expenses, and BOM LLC, the building his team offices out of; all these activities require minimal time.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations38 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.