Maxwell Harcey is a registered investment advisor at Advisors Management Group INC, based in La Crosse, WI, with 2 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,931 clients with $710M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.60% |
Fees are negotiable under limited circumstances.
Fee Estimator
Location
505 King St Ste 208, La Crosse, WI, 54601
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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 →Employment History
Current Registrations
Advisors Management Group INC
State Registrations1 state
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