Max Mcgrail is a registered investment advisor at Mmm Capital Ventures, based in Huntington Beach, CA. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K+ | 1.50% |
For accounts up to $200,000, a flat fee of $250/month is charged. For accounts greater than $1,100,000, a $10,000 performance fee will be charged for any year in which the client’s portfolio achieves a net return of 25% or greater. All fees are negotiable.
Fee Estimator
Location
Huntington 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 →Employment History
Current Registrations
Mmm Capital Ventures
State Registrations2 states
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