Maxwell & Morse Capital Management (MMCM) offers continuous investment advice and manages client portfolios based on their individual needs and goals. MMCM works with individuals through regular and retirement accounts. They develop a personal investment policy for each client based on their circumstances, objectives, risk tolerance, and time horizon. MMCM manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$54M
Clients183
Advisors2
Avg. per Client$290K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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