Robert Maxwell
Robert Maxwell is a CFP-designated registered investment advisor at Collective Wealth Advisors LLC, based in Coppell, TX, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 228 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Collective Wealth Advisors (CWA) charges a fee based on a percentage of the assets they manage for you, not exceeding 1.5% annually. This fee includes the cost of a third-party money administrator. Fees are calculated each quarter based on the value of your portfolio at the end of the previous quarter. Fees are negotiable.
If CWA uses AQR Capital Management as a sub-advisor, you will pay additional fees ranging from 0.225% to 2.00% depending on the strategy and account size. If CWA uses Parametric Associates LLC as a sub-advisor, you will pay an additional annual fee of 0.18%, with additional fees for benchmarks and/or screens between 0.0375% and 0.10% annually.
For American Funds, CWA charges a flat annual investment advisory fee of up to 1.5% of the total assets under management. These fees are negotiable.
Location
713 Main Street, Coppell, TX, 75019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a sole proprietor and insurance agent since 2008. This activity takes minimal time.
Employment History
Current Registrations
Collective Wealth Advisors LLC
Previous Registrations
R. Scott Maxwell Financial
Talis Advisory Services, LLC
Chronim Advisors
State Registrations1 state
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.