William Maxwell
Advisor at Maxwell Family Office, 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.
Advisor at Maxwell Family Office, 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
Maxwell Family Office, LLC
Location
Rock Hall, MD
Credentials
CFA®
Industry experience
31 years
William Maxwell is a CFA® charterholder with 31 years of industry experience. He is the sole advisor at Maxwell Family Office, LLC, an independent firm based in Rock Hall, MD. Maxwell has been associated with R.H. Crows Nest, LLC and its d/b/a Maxwell Family Office since 2015. Maxwell Family Office is a fee-only investment advisor serving individuals, family-related clients, and a small number of selected relationships, including small charitable organizations. The firm manages balanced, customized portfolios using fundamental analysis and a range of investment vehicles, with a client base focused on modest assets and specialized services such as pension and rollover matters.
Based on Maxwell Family Office, LLC
Fixed fee available in limited circumstances as alternative to AUM fees
$0 - $2,000,000: 1.00% annually $2,000,000 - >$2,000,000: 0.65% annually (negotiated above $2,000,000)
Account minimum: $250,000 Minimum fee: $2,000 per relationship per annum, may be waived Fee-only: Fees based on assets under management; fixed fees possible in limited circumstances
Rock Hall, MD
Maryland
R.H Crows Nest, LLC d/b/a Maxwell Family Office
2023 - Present (3 years)
R.H. Crows Nest, LLC
2015 - 2023 (8 years)
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