Edin Cuskovic is a CFA-designated registered investment advisor at Maximum Advisory, based in Huntersville, NC, with 13 years of industry experience. Edin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 15 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fee Estimator
Location
Huntersville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edin owns Maximum Accounting and Tax Services LLC, providing accounting and tax services, dedicating full-time hours to its day-to-day operations. Edin also owns rental property through Pretium Holdings, LLC, spending minimal time managing its books.
Employment History
Current Registrations
Maximum Advisory
Previous Registrations
Acg Advisory Services INC
State Registrations1 state
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