MAXadvisor provides investment advisory services, including ongoing portfolio management with strategies ranging from conservative to aggressive. MAXadvisor builds customized portfolios comprised primarily of investment companies. The firm receives compensation solely from fees paid directly by clients and does not accept commissions or referral fees. Client investment assets are held by independent qualified custodians, including Schwab, in the client’s name.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3M+ | 0.30% |
Fee structure might differ for existing clients. Portfolios under $600,000 effectively have an annual fee over 0.50% because of the overriding minimum fee. Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule above at MAXadvisor's discretion.