Maxwell Fogel is a registered investment advisor at Fogel Capital Management INC, based in Stuart, FL, with 4 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 259 clients with $390M 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 | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule applies to both balanced and bond portfolios. The advisory fee may be negotiable.
Fee Estimator
Location
453 Riverside Drive, Stuart, FL, 34994
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
Maxwell works as a Senior Analyst at Madison Alley, advising on M&A transactions. This activity, which is not investment-related, requires nearly full-time commitment.
Employment History
Current Registrations
Fogel Capital Management INC
Previous Registrations
Magv Securities, INC.Broker
Canaccord Genuity LLCBroker
Maxim Group LLCBroker
State Registrations3 states
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.