Financial harmony isn’t just about money—it’s about designing a life that truly fits you. It’s about giving your wealth purpose, taking control of your time, and moving with confidence. Ditch the autopilot. Step back, reflect, and build the future you actually want.
Investment Counsel Portfolio Manager Model.
We’re not here to push products—we’re here to build wealth. We cut through the noise, acting as your financial command center, ensuring every dollar works for you. We work with our handpicked Portfolio Managers to integrate custom investment strategies that align with your financial plan—no cookie-cutter portfolios, no hidden agendas. Your assets stay secure with trusted custodians, and if an institution underperforms, we move. No loyalty to firms, just loyalty to your success. Explore who we work with and see what it means to have a financial team that actually works for you.
Our Partners.
Transparent Fees.
At Maxim, transparency isn’t a buzzword—it’s how we do business. No hidden fees, no surprises. Our pricing starts at 1% and drops as your assets grow, because your success should scale, not your costs. This covers expert portfolio management from our trusted partners and our relentless commitment to your financial strategy. We split the fee evenly, ensuring you get top-tier investment management and hands-on financial planning—including tax, retirement, and estate strategies. One clear fee. Full-scale support. No nonsense.
Fee Breakdown: All fees are split equally between our wealth manager partners and Maxim Advisory Group.
Maxim Advisory Group: Our firm provides annual financial plan updates, along with tax, retirement, and estate planning services. As the first point of contact for our clients, we earn 50% of the annual fees for these comprehensive financial services.
Wealth Manager Partner: Our portfolio manager partners are responsible for managing investment portfolios, conducting investment research, rebalancing portfolios, and reinvesting assets. They earn 50% of the annual fees generated from these activities.