John Maxey is a registered investment advisor at Redemption Capital, based in Midland, TX, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 99 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redemption Capital Partners offers several investment management options:
- Asset Management: The annual fee will not exceed 1.50% of your portfolio. Fees are negotiable.
- Institutional Intelligent Portfolios™: The annual fee will not exceed 1.50% of your portfolio. Fees are negotiable. A $5,000 minimum investment is required.
- Separately Managed Account Services (SMA): Program fees may be up to 3.00%.
Location
800 N Marienfeld, Suite 101, Midland, TX, 79701
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 Activities
John owns rental real estate property and spends minimal time managing it. This activity is investment-related.
Employment History
Current Registrations
Redemption Capital
Previous Registrations
Concorde Investment Services, LLCBroker
Concorde Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.