Gregory Maxwell is a CFP-designated registered investment advisor at Amicus Financial Advisors, LLC, based in Lehi, UT, with 15 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 696 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Location
2975 W Executive Pkwy, Suite 112, Lehi, UT, 84048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a partner in two law firms: Tombs Maxwell, LLP (established in 2009, focusing on estate planning, tax planning, etc., taking less than a quarter of his time) and Maxwell Law Group LLP (established in 2018, focusing on personal injury lawsuits, taking about 10% of his time). These activities are not investment-related.
Employment History
Current Registrations
Amicus Financial Advisors, LLC
State Registrations1 state
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