Maxwell Surprenant is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL. Maxwell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Criminal
May 2017Final Disposition
Employment History
Current Registrations
Nfsg Corporation
August 2026 - Present · 2 mos
Newbridge Securities CorporationBroker
August 2026 - Present · 2 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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