Maxwell Camp
Maxwell Camp is a registered investment advisor at Tru Independence Asset Management, LLC, based in Philadelphia, PA, with 12 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,059 clients with $340M 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% |
Annual fee ranges up to 1.5% and may include a minimum annual fee that can be waived or discounted at the firm's discretion.
Fee Estimator
Location
2400 Market Street, Suite 200, Philadelphia, PA, 19103
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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 →Employment History
Current Registrations
Tru Independence Asset Management, LLC
Previous Registrations
Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC
Brinker Capital Investments, LLC.
Brinker Capital INC
Brinker Capital Securities, LLCBroker
Vanguard Marketing CorporationBroker
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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