Leeann Maxwell is a registered investment advisor at Ballentine Partners, based in Rochester, NH, with 10 years of industry experience. Leeann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 333 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballentine Partners manages investments for high-net-worth clients and family office clients. Fees are based on a percentage of the value of your portfolio:
- High Net Worth Clients: Ranges from 0.95% to 0.25% per year, with a $40,000 minimum annual fee.
- Family Office Clients: Ranges from 0.60% to 0.10% per year, with a $180,000 minimum annual fee.
Location
35 Industrial Way, Rochester, NH, 03867
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ballentine Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
Infinex Investments, INC.Broker
State Registrations2 states
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