William Haag is a registered investment advisor at Maximai Investment Partners, LLC, based in Coral Gables, FL, with 3 years of industry experience. William 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.
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Current Registrations
Maximai Investment Partners, LLC
State Registrations1 state
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