Gloria Maxfield
Gloria Maxfield is a registered investment advisor at Women's Worth Advisors, based in Hilton Head Island, SC, SC, with 7 years of industry experience. Gloria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 51 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Investment management fees may be negotiated, depending on the individual client(s) needs and circumstances. Fees above $5,000,000 are negotiated.
Fee Estimator
Location
15 Hospital Center Common, Suite 200F, Hilton Head Island, SC, SC, 29926
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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
Women's Worth Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
State Registrations2 states
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