Maxwell Family Office provides investment management services to individuals and small charitable organizations. MFO tailors its investment advisory services to the individual needs of each client. Clients indicate their risk tolerance and investment objectives, which are used for the ongoing management of their portfolio. MFO does not provide financial planning or related consulting services.
Assets Under Management$31M
Clients20
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.65% |
Fees are negotiable for accounts over $2,000,000. There is a minimum fee of $2,000 per year which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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