Maximum Advisory provides financial planning and investment management services. The firm offers personalized financial planning, pension and profit sharing consulting, and investment management. Through its affiliate, Maximum Accounting and Tax Services Inc, it also provides accounting and tax services. Maximum Advisory acts as a legally required to act in your best interest and does not receive commissions for selling products.
Assets Under Management$2.5M
Clients15
Advisors1
Avg. per Client$170K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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