Maxwell Carlson
Maxwell Carlson is a registered investment advisor at A Smarter Way to Invest, based in Bennett, CO, with 5 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally calculated as a percentage of assets up to 1.00% annually and are negotiable based on service structure, scope, and total assets committed.
Fee Estimator
Location
Bennett, CO
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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 the Vice President of Entry Point Advisor Network, a service provider for insurance agents and investment advisors. He oversees the operations of the business, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
A Smarter Way to Invest
Simplyria Advisor Network
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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