Maxele Advisors offers financial planning and wealth management services. Financial planning covers taxes, asset allocation, insurance, education, retirement, and estate planning. Wealth management involves managing client assets in equity securities, ETFs, mutual funds, and debt/options based on the client's goals and risk tolerance. Maxele tailors its services to each client's needs and objectives.
Fee Structure
Maxele Advisors charges an annual fee based on a percentage of the assets they manage. The fee ranges from 0.50% to 1.50% depending on the amount of assets and the services provided. If Maxele is providing account oversight services to assets held and managed by other firms, the annual fee is 0.25% to 0.75%. These fees are charged quarterly, in advance.