A complete list of active advisors currently associated with Maxwell Family Office, LLC
Warmer can help you find a great advisor at Maxwell Family Office, LLC or one who fits your needs even better.
The firm is a fee‑only investment advisor that provides discretionary and non‑discretionary portfolio management primarily to individuals, family‑related clients, and a small number of selected relationships, and it also accepts small charitable organizations. It typically manages balanced portfolios, will negotiate account minimums, and, like many independent advisors, charges percentage‑of‑assets fees while also serving as a sub‑adviser on a third‑party managed‑account platform. Investment decisions are grounded in fundamental analysis that starts with economic and demographic sector trends and narrows to companies with relatively low debt, above‑average operating margins, prospects for earnings acceleration, and reasonable valuations. Portfolios are customized to client‑completed risk‑tolerance evaluations and stated objectives, use mutual funds, ETFs, individual equities, fixed income, alternatives and structured products, and treat cash as an asset class while operating under broad trading authorization within client‑specified limits. Notable distinctions include a small client roster and modest assets under management (roughly $31 million across about 20 clients) combined with services to small charitable organizations and involvement with pension/retirement plan matters and rollover considerations—client types that are less common for peers in this category. The firm is a sole practitioner that does not provide financial planning or vote client proxies, and it disclosed a 2023 consent order with the state securities regulator related to prior registration violations.
To learn more about the advisors currently working at Maxwell Family Office, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rock Hall, MD
| 31
|
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