Robert Maxwell is a registered investment advisor at 5th Generation Financial, based in Houston, TX. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.10% |
| $2M+ | 1.00% |
Rates shown are for the Growth & Value and Alpha Opportunity sleeves. Real Assets and Income Assets sleeves charge 0.75% up to $500K, 0.60% from $500K to $2M, and 0.50% above $2M. Cash & Liquidity sleeve charges 0.00%. Fees are negotiable.
Fee Estimator
Location
12303 Rocky Knoll Dr, Houston, TX, 77077
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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
5th Generation Financial
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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