Maxwell Michalczik is a CFP-designated registered investment advisor at The Freyr Group, based in Phoenix, AZ, with 3 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.15% |
| $750K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Phoenix, AZ
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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 is a board member with Angels on Patrol, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
The Freyr Group
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations3 states
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