Maxwell Wittenberg is a registered investment advisor at Independent Wealth Solutions, based in Encinitas, CA, 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 Investment Management. Their firm serves 5 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fee is 0.4% per quarter, which annualizes to 1.6%.
Fee Estimator
Location
763 2nd St, Suite 200, Encinitas, CA, 92024-4481
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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 works as a property manager for Wittenberg Rentals. This activity requires minimal time.
Employment History
Current Registrations
Independent Wealth Solutions
State Registrations1 state
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