Maxq Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

MaxQ Asset Management offers investment advisory services to institutional clients, including asset management and investment consulting. For asset management, MaxQ creates portfolios of fixed income and money market investments tailored to the client's needs. Investment consulting services include portfolio management assistance, investment research, and reviews of cash management procedures. MaxQ aims to help clients meet their financial goals while considering their risk tolerance and time horizons.

Assets Under Management$400M
Clients1
Advisors1
Avg. per Client$400M
Avg. per Advisor$400M

Fee Structure

Investment management only (planning not offered)

MaxQ Asset Management charges a maximum of 0.50% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are calculated monthly based on the average daily balance of the account. Fees are negotiable.

Loading...
Location

1 Advisors at this firm

Maxq Asset Management LLC | TrueAdvisor