Maxus Wealth Management offers ongoing investment management and advisement services. For investment management, Maxus has the authority to execute trades. For advisement services, Maxus provides ongoing reviews and recommendations, but the client makes all final decisions. Maxus also provides financial planning and consultative services, including asset allocation, risk management, and income planning. Maxus does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable based on the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client. Accounts may be combined to meet breakpoints.