Charles
Maxwell
Grove Point Advisors, LLC
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About this Advisor
Charles Maxwell is a financial advisor based out of Largo, Florida who has 2 years of industry experience. Maxwell is on the advisory team at Grove Point Advisors, LLC. During their career, Maxwell has held roles at Mont. Co. Dept. Of Recreation, H. Beck, Inc, Charles C Maxwell, Grove Point Advisors, LLC and Grove Point Investments, LLC. Maxwell holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Florida. Grove Point Advisors, LLC is a registered investment business that has its headquarters in Rockville, MD. The investment advisory business has offices in 208 locations and a total of 333 advisors. It has $2 billion in total assets among its 8,355 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 19 charities and foundations. Of its 8,355 client accounts, 18% are held by high-net-worth clients who have more than $1 million in assets. Grove Point Advisors, LLC performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which service is offered. However, fees billed by Grove Point Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Maxwell Work History
Charles has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Charles C Maxwell
Mont. Co. Dept. Of Recreation
H. Beck, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Maxwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grove Point Advisors, LLC
Paso Robles, CA
Rockville, MD
Bethlehem, PA
Paso Robles, CA
Trenton, NJ
Wheaton, IL
Rockville, MD
Lutherville Timonium, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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