Maximilian Mann
Maximilian Mann is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Juan Capistrano, CA, with 8 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
30240 Rancho Viejo Rd; Ste A, San Juan Capistrano, CA, 92675
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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 ActivitiesSells Insurance
Maximilian is an independent contractor for Professional Financial Advisors, Inc. and Pacific Corporate Consultants, Inc., and also engages in outside insurance activities. He dedicates about half his time to Professional Financial Advisors, Inc., about 10-20% of his time to Pacific Corporate Consultants, Inc., and a few hours per week to outside insurance.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Professional Financial Advisors INC
Previous Registrations
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
State Registrations4 states
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