MaxOut Savings Advisors provides investment advice to clients based on their individual needs. They develop a personal investment policy and create and manage a portfolio based on that policy. They manage accounts on a discretionary basis, and their investment recommendations generally include advice regarding securities such as exchange-listed securities, foreign issuers, warrants, corporate debt securities, municipal securities, mutual fund shares, and exchange-traded funds.
Fee Structure
MaxOut Savings Advisors' annual fees for investment management are based on a percentage of the value of your portfolio, generally ranging from 0.60% to 1.50%. Fees are typically deducted directly from client accounts quarterly, at the beginning of each quarter, based on the previous quarter's ending balance. Fees may differ from one client to another, so some clients pay more than others with the same amount of assets under management. A minimum account size of $250,000 is required, but this may be negotiable.