Maxwell
Fogel
Fogel Capital Management Inc
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About this Advisor
Maxwell Fogel is a financial advisor who works in Stuart, Florida. Fogel currently works for Fogel Capital Management Inc. Their career trajectory has included roles at Martin County High School, Indiana University, Ideaquest, LLC, Fogel Capital Management, Indiana University - Kelley School Of Business, Maxim Group, Hva, Canaccord Genuity and Magv Securities, Inc. Fogel maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, New Jersey and New York. Fogel Capital Management Inc is a company operating out of Stuart, FL. It administers $303 million in assets under management among its 390 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 390 customer accounts, 30% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fogel Capital Management Inc offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely depend on which service is provided. Fees billed by Fogel Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fogel Capital Management Inc Brokerage Details
$303,391,500
11
390
$777,927
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Maxwell Fogel Work History
Maxwell has been registered as a financial advisor for 0 years.*
Magv Securities, Inc
Canaccord Genuity
Hva
Maxim Group
Fogel Capital Management
Indiana University - Kelley School Of Business
Ideaquest, LLC
Indiana University
Indiana University
Martin County High School
*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 Maxwell Fogel 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 Fogel Capital Management Inc
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
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