Maxele Advisors is a registered investment advisor based in Webster Groves, Missouri, offering personalized financial planning and investment management services. Founded by Stephen M. Erken, the firm helps clients navigate complex financial situations by designing customized investment portfolios using equity securities, exchange-traded funds, mutual funds, and individual debt or options. Maxele Advisors provides comprehensive financial planning covering taxes, asset allocation, insurance needs, education funding, retirement planning, and estate planning, as well as modular planning on an as-needed basis. The firm tailors its services to individual risk tolerances and investment goals, operating with the authority to make trades on behalf of clients when managing portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on asset value and services. For accounts overseen but managed by third parties, the fee ranges from 0.25% to 0.75%. Fees are negotiable.