J. Oliver Maxwell, LLC offers financial planning, investment advisory, and insurance planning services to individuals, families, and businesses. The firm's services include financial planning, portfolio management (non-discretionary), and insurance planning. J. Oliver Maxwell, LLC publishes educational materials to enhance financial literacy. The firm does not place trades or manage accounts directly.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $3.0M | 0.85% |
| $3M+ | 0.50% |
Fees are negotiable based on complexity or related household assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...