Daniel Maxwell is a registered investment advisor at Amicus Financial Advisors, LLC, based in Lehi, UT, with 11 years of industry experience. Daniel 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
Get directionsHistory
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 Activities
Daniel is an attorney at Tombs Maxwell LLP, a Utah-based law firm, practicing law full time. He is also a partner at Maxwell Law Group LLP, a DC-based law firm focusing on personal injury lawsuits, dedicating about half his time to this.
Employment History
Current Registrations
Amicus Financial Advisors, LLC
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.