Maxime Choiniere
Maxime Choiniere is a CFP-designated registered investment advisor at Simplepath Wealth Management, LLC, based in Palm Harbor, FL, with 10 years of industry experience. Maxime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies when using the AssetMark platform. Fees for third-party managers vary and are in addition to the SimplePath Wealth Management fee.
Fee Estimator
Location
220 Alternative Highway 19 N., Palm Harbor, FL, 34683
Get directionsHistory
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
Maxime is a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC. This activity takes about 10-20% of his time, and he will offer these services to clients.
Employment History
Current Registrations
Simplepath Wealth Management, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
State Registrations2 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.