Maxwell Gallagher is a CFP-designated registered investment advisor at 24acres, based in Redondo Beach, CA, with 8 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 18 clients with $29M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $9.0M | 0.60% |
| $9.0M - $12.0M | 0.40% |
| $12M+ | 0.30% |
Fees are negotiable. Asset-based fees also apply to 90% of the equity value of rental real estate owned by the client, less mortgages or liens.
Fee Estimator
Location
Redondo Beach, CA
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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 →Other Business Activities
Maxwell manages private residential real estate. This activity takes a few hours per week.
Employment History
Current Registrations
24acres
Previous Registrations
Brighton Jones LLC
Dfa Securities LLCBroker
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.
Exams
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