Maxwell Wallace is a registered investment advisor at Dover Advisors, LLC, based in Richmond, VA, with 2 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 128 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dover Advisors charges a percentage of your portfolio each year for wealth management services. The fees range from 0.30% to 1.25% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is calculated based on the market value of your investments at the end of the previous quarter. Clients may also pay additional fees to independent managers if Dover Advisors recommends using them.
Location
Richmond, VA
Get directionsHistory
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
Dover Advisors, LLC
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.