Andrew Mcgill is a registered investment advisor at Maxus Wealth Management LLC, based in Seward, NE, with 2 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 40 clients with $5.9M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable based on the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client. Accounts may be combined to meet breakpoints.
Fee Estimator
Location
615 Seward Street, Seward, Seward, NE, 68434
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 →Other Business Activities
Andrew is a member of One Cup LLC (coffee shop), McGill Brothers Farm, Stock Ticker Properties LLC (commercial real estate), and NineOaks Development LLC (home building and land development). NineOaks Development LLC is investment-related, and Andrew spends minimal time on each of these activities.
Employment History
Current Registrations
Maxus Wealth Management LLC
Previous Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
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.