Maxim Financial Advisors provides investment advice through its Investment Advisor Representatives, who may manage your money directly or refer you to outside managers. They tailor advice to your needs, gathering information about your financial situation and goals. Maxim offers both wrap-fee and non-wrap fee programs. Maxim Financial Advisors also has agreements with Envestnet and external third-party managers.
Assets Under Management$400M
Clients747
Advisors35
Avg. per Client$530K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Fees for investment management are negotiated between you and your advisor. Wrap account fees range from 0.1% to 2.5% annually. For customized hedge fund portfolios, Maxim Financial Advisors' fee ranges up to 1.5% annually, in addition to Crystal Capital Partners' fee of up to 1.5% and underlying managers' fees.
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Location
35 Advisors at this firm
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