Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
6,259 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$8.0B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $650K | 1.00% |
| $650K - $800K | 0.80% |
| $800K - $1.1M | 0.70% |
| $1.1M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Maxwell Leonard Hacker
Location
3131 Camino Del Rio N, Suite 1550, San Diego, CA, 92108
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Pure Financial Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Tmf InvestmentsBroker
November 2020 - July 2022 · 1 yr 8 mos
Motley Fool Wealth Management, LLC
October 2014 - July 2022 · 7 yrs 9 mos
T. Rowe Price Advisory Services, INC.
June 2012 - October 2014 · 2 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
May 2011 - October 2014 · 3 yrs 5 mos
Edward Jones
August 2010 - January 2011 · 5 mos
Edward JonesBroker
July 2010 - January 2011 · 6 mos
State Registrations3 states
CACOTX
Advisor
Exams
No exam information available for this advisor.
Contact
Maxwell Leonard Hacker