Maxwell Greenberg is a CFP-designated registered investment advisor at Altrius Capital Management, INC., based in Pensacola, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 512 clients with $720M 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 $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
In special circumstances, Altrius may negotiate a lesser management fee.
Fee Estimator
Contact
Maxwell Greenberg
Location
Pensacola, FL
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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
Altrius Capital Management, INC.
State Registrations2 states
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Exams