Maximus Wealth Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. For ongoing planning, clients pay a monthly fee to work with a planner to develop and implement their plan. Maximus primarily practices passive investment management.
Assets Under Management$6.9M
Clients12
Advisors1
Avg. per Client$580K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10,000,000. The advisory fee is a blended fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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