J. Oliver Maxwell, LLC

Overview

J. Oliver Maxwell, LLC is organized as a limited liability company under individual ownership and operates as a capital allocator with a mix of advisory and brokerage activities. The firm provides financial planning and portfolio management for individuals and small businesses, and it also offers selection-of-other-advisers services. Commercial activities extend beyond investment advice: the firm is active as a real estate broker and an insurance broker, and it produces periodicals or newsletters while offering educational seminars and workshops. The firm charges clients through a combination of percentage-of-AUM fees, hourly fees, and fixed fees. It identifies itself as an active ESG investor. FINTRX classifies the adviser as unclassified; it is not listed as a multistate adviser and is not described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives