Maximum Asset Strategies, operated by Neil J. Werberig, offers financial planning and consulting services. This includes creating written financial plans covering investments, retirement, insurance, taxes, and education. They also refer clients to third-party money managers for investment management. Neil J. Werberig may receive a portion of the fees charged by these managers. Seminars on financial topics are also offered.
Assets Under Management$4.9M
Clients9
Advisors1
Avg. per Client$540K
Avg. per Advisor$4.9M
Fee Structure
Maximum Asset Strategies does not directly manage client investments. Instead, they refer clients to third-party money managers. These managers will have their own fee structures, which will be disclosed to you separately. Neil J. Werberig receives a portion of the fees you pay to the third-party manager.
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