Maximos Behnan is a registered investment advisor at Ways Investment Advisors LLC, based in Valencia, CA, with 10 years of industry experience. Maximos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.25% |
| $15.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100.0M - $150.0M | 0.20% |
| $150M+ | 0.15% |
Fees are also subject to a minimum annual fee. WIA also charges a performance-based fee to qualified investors. In no event will total fees charged exceed three percent (3%) of assets under management per year.
Fee Estimator
Location
Valencia, CA
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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 →Other Business Activities
Maximos is the President and CEO of InvestGo LLC, a real estate consulting and prop technology company, dedicating nearly full-time hours to it. He is also the President and CEO of Ways Investment Advisors LLC, a registered investment advisory firm, spending a few hours per week, and the President and CEO of Bullseye Tax Relief, Inc., a tax consultation service in the process of closing, dedicating minimal time.
Employment History
Current Registrations
Ways Investment Advisors LLC
Previous Registrations
Ways Investment Advisors LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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