Wealth Management

Investment Counsel Portfolio Manager Model

We pride ourselves on offering top-tier financial planning, serving as your primary point of contact for all financial needs. For investments, we collaborate with Portfolio Managers at various firms who specialize in creating customized portfolios tailored to your financial goals and values.

Our team acts as your advocate with these investment institutions, ensuring that your assets are managed as intended. You can trust that your investments are secure, as they are held by a custodian who safeguards your funds when working with a Private Wealth Manager.

We are not bound to any specific organizations. If an institution underperforms, our team is committed to finding better investment options for you. Explore the investment groups we partner with to support your financial success.

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Partners

Transparent Fees

At Maxim Advisory Group, transparency is at the heart of everything we do, and that includes our fees. We are committed to offering lower fees to help you achieve higher annual returns. Our fees start at just 1.4% of your investable assets and decrease as your assets under management grow.

These fees encompass the costs of professional portfolio management through one of our affiliate partners and the dedicated services of our financial advisors at Parallel Wealth. The fees are evenly divided between both firms, ensuring comprehensive support for your financial success.

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.

Fee Breakdown

All fees are split equally between our wealth manager partners and Maxim Advisory Group.

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.