Maxiam Capital, LLC offers discretionary portfolio management services tailored to clients' needs and investment objectives. They utilize a top-down global macroeconomic investment process and may invest client assets according to model portfolios with varying degrees of risk tolerance. The firm also provides financial planning services, ranging from broad-based to single-subject planning. Maxiam Capital requires a minimum of $1,000,000 of assets under management aggregated across all accounts, but may waive this requirement at their discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.45% |
Previous fee schedules may be in effect that differ from the above. Advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.