Maaxiom Capital provides investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. Investment strategies are tailored to each client's goals, objectives, and risk tolerance. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Maaxiom can also provide ERISA plan services.
Assets Under Management$3.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1M+ | 1.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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