Maxim Financial Advisors offers investment supervisory services, asset allocation, and referrals to third-party managers and platforms like Envestnet and Crystal Capital Partners. Maxim Financial Advisors works with individuals, trusts, estates, corporations, and retirement accounts. Representatives tailor advice based on personal goals, risk tolerance, and time horizons, operating on both discretionary and non-discretionary bases. The firm offers wrap-fee and non-wrap-fee programs, where clients pay a bundled fee or separate fees for advisory and custodial services. Maxim Financial Advisors is affiliated with Maxim Group LLC, a registered broker-dealer, and utilizes its custodial and brokerage services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Wrap program asset management fees range from 10 basis points (0.10%) to 250 basis points (2.50%) and are negotiated at the time the client signs the contract. Customized hedge fund portfolios charge up to 1.50% annually.