Maximilien Walleghem is a registered investment advisor at Maximai Investment Partners, LLC, based in Coral Gables, FL, with 7 years of industry experience. Maximilien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 282 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee ranges from 0.50% to 2.00% and is negotiable for accounts over $10 million. In some cases, MAXIMAI charges performance fees.
Fee Estimator
Location
500 S. Dixie Hwy, Suites 301 305, Coral Gables, FL, 33146
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maximilien is a board member of Centro Mater Foundation, a local non-profit, dedicating minimal time. He is also a minority shareholder in Painted Paw Capital, a director at VanGo Capital Inc (receiving compensation), and a consultant at Madsy Creative Consulting Inc.
Employment History
Current Registrations
Maximai Investment Partners, LLC
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Foreside Fund Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.