James D. Maxon Financial Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. James D. Maxon Financial Advisors helps clients establish personal investment policies and creates customized portfolios using individual equities, mutual funds, certificates of deposit, and government securities. Portfolio management is offered on both a discretionary and non-discretionary basis. In addition to managing investments, James D. Maxon Financial Advisors offers written financial plans addressing family records, budgeting, cash flow, retirement goals, and insurance needs, as well as hourly consulting on specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees and account minimums are negotiable in certain circumstances. Assets of related clients may be aggregated.