Maxwell Ross
Maxwell Ross is a registered investment advisor at Bam Wealth Management LLC, based in Lakewood, CO, with 6 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 288 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BAM Wealth Management manages investment portfolios for a fee that is a percentage of the assets managed. The exact percentage is negotiable and may vary between clients. The fee covers investment analysis, ongoing advice, and access to BAM's online platform. The fee is deducted monthly from your account. Clients may also incur fees from the brokerage firm where their assets are held, as well as fees charged by the mutual funds or ETFs they invest in.
Location
165 South Union Blvd, Suite 675, Lakewood, CO, 80228
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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
Maxwell is an insurance agent selling life insurance and annuities since June 2019. This activity takes nearly full-time hours.
Employment History
Current Registrations
Bam Wealth Management LLC
Previous Registrations
Creativeone Wealth, 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.