Maxwell Investment Advisory Services

Maxwell Investment Advisory Services Inc. is a Registered Investment Adviser established on May 15, 1985, with Terry G. Maxwell as the President. The firm offers individualized asset management services without sponsoring wrap programs. As of December 31, 2024, the firm managed $9,072,986 across 36 accounts on a discretionary basis. Their investment philosophy focuses on diversification and low-cost investing, utilizing actively managed and index mutual funds, as well as ETFs. Clients can impose restrictions on investments. The firm charges a tiered Management Fee based on assets under management, payable quarterly. Clients may terminate services at any time without penalty. The minimum portfolio size is $250,000, negotiable based on client circumstances. Investment strategies include long-term and short-term purchases, margin transactions, and primarily involve no-load mutual funds and ETFs. Maxwell Investment Advisory Services acts as a fiduciary, with Terry G. Maxwell having sole responsibility for account reviews and compliance with SEC regulations. The firm has no disciplinary history and does not engage in other financial industry activities. Terry G. Maxwell has a clean disciplinary record and is not involved in other business activities.