Daniel Beesley Maxwell

11 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Amicus Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

696 clients

Average Client Portfolio

$734K average

Assets Under Management

$511.2M

Fee Structure

Location

7021 Kewanee Ave, 4-102, Lubbock, TX, 79424

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Daniel is an attorney at Tombs Maxwell LLP, a Utah-based law firm, practicing law full time. He is also a partner at Maxwell Law Group LLP, a DC-based law firm focusing on personal injury lawsuits, dedicating about half his time to this.