Maxwell Camp is a registered investment advisor at Tru Independence Asset Management, LLC, based in Philadelphia, PA, with 12 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,261 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
YellowWood Wealth offers investment management for an annual fee based on the value of your portfolio. This fee typically ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month. YellowWood Wealth reserves the right to charge a minimum fee of $3000 during the initial period of an engagement.
Location
2400 Market Street, Suite 200, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tru Independence Asset Management, LLC
Previous Registrations
Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC
Brinker Capital Investments, LLC.
Brinker Capital INC
Brinker Capital Securities, LLCBroker
Vanguard Marketing CorporationBroker
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.