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Maximilien Walleghem

Maximai Investment Partners, LLC
8 Years of Experience
Coral Gables, FL
View SEC Summary
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Maximilien Walleghem is a registered investment advisor at Maximai Investment Partners, LLC, based in Coral Gables, FL, with 8 years of industry experience. Maximilien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 171 clients with $700M in assets under management.

Maximai Investment Partners, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
171 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$695.8M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Portfolio management fees range from 0.50% to 2.00% of the value of assets in your account, depending on scope and complexity. Fees are negotiable for accounts over $10 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 S. Dixie Hwy, Suite 301, Coral Gables, FL, 33146

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Maximilien is a board member of Centro Mater Foundation, a local non-profit, dedicating minimal time. He is also a minority shareholder in Painted Paw Capital, a director at VanGo Capital Inc (receiving compensation), and a consultant at Madsy Creative Consulting Inc.

Employment History
Current Registrations
Maximai Investment Partners, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Blackrock Investment Management, LLC
December 2023 - March 2024 · 3 mos
Blackrock Investments, LLCBroker
February 2019 - March 2024 · 5 yrs 1 mo
Foreside Fund Services, LLCBroker
June 2018 - February 2019 · 8 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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