MAXIMAI Investment Partners is a wealth management firm based in Coral Gables, Florida, offering comprehensive financial planning and investment management services for individuals, families, and businesses. MAXIMAI focuses on a collaborative, client-centered approach to manage all areas of your financial life, including retirement planning, tax strategies, estate planning, and investment portfolios. The firm can manage your investments directly or connect you with specialized third-party money managers through partnerships with platforms like Dynasty Financial Partners. MAXIMAI generally works with high-net-worth and ultra-high-net-worth clients who meet their minimum account requirements, tailoring investment strategies based on your personal goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees range from 0.50% to 2.00% of the value of assets in your account, depending on scope and complexity. Fees are negotiable for accounts over $10 million.