Maxwell Investment Advisory Services

Assets Under Management

$9.1M

Number of Clients

26

Number of Advisors

1

Avg. Portfolio per Client

$349K

Avg. Managed per Advisor

$9.1M

Compensation

Fee-Only (% of Portfolio)

About This Firm

Maxwell Investment Advisory Services offers ongoing investment advice, investment tracking, trade execution, and performance monitoring to clients. Maxwell Investment Advisory Services manages client assets on an individualized basis, utilizing actively managed and index mutual funds, as well as ETFs, to achieve a client's specific goals and objectives, based on their risk tolerance level.

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%

The annual fee is negotiable based on the size of the account and the particular circumstances of the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

101 West Big Beaver Rd., 14th Floor, Troy, MI, 48084

1 Advisors at this firm