MAXIMAI Investment Partners provides wealth management and family office services, including financial planning and investment management. MAXIMAI may manage assets on a discretionary or non-discretionary basis or refer clients to third-party money managers. MAXIMAI has a relationship with Dynasty Financial Partners for operational and back-office support. MAXIMAI also offers sub-advisory services to institutional clients.
Assets Under Management$540M
Clients282
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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