MaxOut Savings Advisors is a registered investment advisor based in Houston, Texas, providing portfolio management services to individuals and high-net-worth individuals. MaxOut Savings Advisors develops a personal investment policy for each client through discussions about their goals, time horizons, risk tolerance, and liquidity needs. The firm manages accounts with the authority to make trades without asking first, using asset allocation strategies that incorporate fundamental, technical, cyclical, and quantitative analysis. MaxOut Savings Advisors recommends individual stocks, bonds, mutual funds, exchange-traded funds, options, and other securities. The firm requires a minimum account size of $250,000, though this may be negotiable under certain circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees generally range from 0.60% to 1.50% of assets under management. Fees are negotiable based on client complexity, assets, and other factors.