Max Isaacman is a registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Canton, CT, with 54 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,579 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiscal Wisdom Wealth Management charges a percentage of your portfolio each year. The minimum annual fee is $1,000 and is negotiable. The fees will not exceed more than 2% of assets under management per year. For accounts managed under the Representative as Manager Program, the fees are 1% to 2% as agreed to by client.
Location
61 Maple Avenue, Canton, CT, 06019
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1987Other Business Activities
Max is writing literature for publication. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Portsmouth - Smartlife Financial Group, LLC
Portsmouth Financial Services, INC.
Portsmouth Financial ServicesBroker
Scottrade Investment Management
Scottrade, INC.Broker
Portsmouth Financial ServicesBroker
Portsmouth Financial Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Portsmouth Financial ServicesBroker
Portsmouth Financial Services
East / West Securities CORP.Broker
East/west Securities CO.Broker
Mcclurg Capital CorporationBroker
Cruttenden Roth IncorporatedBroker
Rodman & Renshaw INC.Broker
Wedbush Morgan Securities INC.Broker
Transamerica Financial Resources, INC.Broker
Bancal Investment Services, INC.Broker
Lehman Brothers INC.Broker
Thomas F. White & CO., IncorporatedBroker
Gna Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Montgomery SecuritiesBroker
Underwood, Neuhaus & CO., IncorporatedBroker
Cowen & CO.Broker
Sunstrand Securities Corporation, INC.Broker
Cowen Securities INC.Broker
Cowen & CO.Broker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Lehman Brothers IncorporatedBroker
Bache & CO IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.