M
Maxwell Family Office, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,943,071
Total clients
20
65% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$1,547,154
Client services
Portfolio management
Fee options
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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Maxwell Family Office, LLC
Rock Hall MD, United States
Number of offices
1
Forms ADV
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