Maxwell Gallagher is a CFP-designated registered investment advisor at 24acres, based in Redondo Beach, CA, with 8 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 16 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $9.0M | 0.60% |
| $9.0M - $12.0M | 0.40% |
| $12M+ | 0.30% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, and the other services that 24Acres may provide to the client.
Fee Estimator
Location
Redondo Beach, CA
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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 Activities
Maxwell manages private residential real estate. This activity takes a few hours per week.
Employment History
Current Registrations
24acres
Previous Registrations
Brighton Jones LLC
Dfa Securities LLCBroker
State Registrations1 state
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