01. CUSTOMIZED PORTSWE BUILD CUSTOMIZED NO-LOAD MUTUAL FUND INVESTMENT PORTFOLIOS
One size fits all is fine when you’re buying socks or a ski hat, but your investment portfolio? Not so
much. Unlike many advisors that cram your money into the same cookie-cutter portfolio as all their other
clients, we work with you to find the perfect blend of investments that's appropriate for your situation
and risk level.
02. WE'RE FEE ONLYWE WORK FOR YOU, NOT THE FUND COMPANIES
MAXadvisor Private Management is a “pure”, fee-only advisor. Fund companies don't pay us to sell their
funds, and that's very important. We recommend investments based solely on what we believe is best for
you – not those that will earn us the largest sales commissions. Each quarter you get an easy-to-read
bill that lists our fee is in plain black and white, and that fee is all we charge. We don’t make a dime
from hidden fees, retainers, brokerage commissions, hourly charges, front-end loads, back-end loads,
level loads, or anything else.
03. WE'RE A LOW-FEE INVESTMENT ADVISORTHE LESS MONEY YOU PAY YOUR ADVISOR, THE MORE MONEY YOU KEEP
Our annual management fee is just 0.50% for the first $3 million of assets under management*
(and just 0.30% on balances over $3 million). A recent study1 found that the average advisory
fee for households with $1,000,000 was 1.02%. In 20 years2, 1.02% fee would reduce the value
of a million dollar portfolio by $238,801 more than the same portfolio with 0.50% fee. A 2.00% fee, paid
by 15% of advisory clients, would reduce portfolio value by $628,838.
04. WE'RE NATIONWIDEYOU CAN BE ANYWHERE IN THE U.S. - WE HAVE CLIENTS ALL OVER THE PLACE.
MAXadvisor Private Management is registered with the state of Florida and headquartered in Miami, but
we’ve got clients all over the United States. And while we may not be located right down the street,
we’re always happy to chat on the phone or via email.
05. LET'S TALKTHINK WE MIGHT BE A GOOD FIT? SCHEDULE A FREE PHONE CONSULTATION
Use our online calendar to schedule a free phone consultation. We'll answer your questions and discuss
our services (without launching into the hard sell - we hate that as much as you do). If, after your
consultation, you decide MAXadvisor Private Management isn't for you, no problem. We'll wish you luck
and won't call you again.
