Maxwell Financial Group (MFG) provides investment management based on your individual goals and risk tolerance. MFG creates a plan to help select a portfolio that fits your specific situation. MFG also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. MFG also provides third party portfolio review services.
Assets Under Management$8.2M
Clients33
Advisors3
Avg. per Client$250K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1000K | 0.50% |
| $1.0M - $1.2M | 0.45% |
| $1.3M - $1.5M | 0.40% |
| $1.5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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