Maxim Capital Advisors (MCA) provides financial planning and investment advisory services. Financial planning covers investments, cash flow, insurance, retirement, estate, tax, and business planning. MCA also offers the V2A Wealth Management Program (WMP) which provides investment management through asset allocation planning software. MCA may recommend independent third-party money managers. Client assets are managed in non-discretionary accounts.
Assets Under Management$48M
Clients121
Advisors1
Avg. per Client$400K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1M+ | 1.55% |
These fees apply to accounts held at SEI. The V2A Wealth Management Program fees range from 0.675% to 1.65% annually in the Wrap Program, and 0.60% to 1.50% annually in the Non-Wrap Program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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