Ian Maxwell
Ian Maxwell is a registered investment advisor at Reviresco Wealth Advisory LLC, based in La Jolla, CA, with 13 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 35 clients with $2M 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 | 1.00% |
In addition to the advisory fee charged by Reviresco, Third-Party Advisers will charge a separate fee. The total of fees charged shall not exceed an annual fee of 2.00% of assets under management. The investment management fee charged may be subject to negotiation with each client based on the size of the account, prospective growth, and other factors and may differ from client to client.
Fee Estimator
Location
La Jolla, CA
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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
Ian is involved in several business activities, including client servicing for financial planning, life insurance, and annuity sales through Reviresco Wealth Advisory, taking about a quarter of his time. He also offers college planning services and provides tax and financial organization services through The Maxwell Group, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Reviresco Wealth Advisory LLC
Previous Registrations
Virtue Capital Management, LLC
Retirement Wealth Advisors, LLC
Sowell Management Services
Concert Wealth Management
Transamerica Financial Advisors, INC.
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.