Advisor at AdvisorsTrust Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AdvisorsTrust Partners LLC
Location
Belmont, NC 28012
Credentials
Series 63, Series 65
Industry experience
1 year
Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has prior experience at Prospera Financial Services Inc, Ryan Consulting Group, and Grant Thornton LLP. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, offering both active and passive strategies tailored to client objectives.
Based on AdvisorsTrust Partners LLC
Financial planning fixed fees ranging from $2,000 to $20,000, payable upon completion.
$0 - $5,000,000: 2.25% $5,000,001 - $10,000,000: 2.00% >$10,000,001+: 1.75%
Supervised persons are registered representatives of a broker-dealer and may receive commissions from brokerage product sales.
$500 per hour for advisory services outside financial planning or investment management.
420 Park Street, Suite 100
Belmont, NC 28012
North Carolina
Prospera Financial Services Inc
2025 - Present (1 year)
Ryan Consulting Group
2023 - 2025 (2 years)
Grant Thornton LLP
2020 - 2023 (3 years)
Finley Golf Club
2019 - 2020 (1 year)
411 West Italian Cafe
2019 - 2019 (1 year)
La Residence
2018 - 2019 (1 year)
Full Time Student
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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