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.
Assets Under Management$9.1M
Clients26
Advisors1
Avg. per Client$350K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $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
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