Maximum Advisory

Maximum Advisory at a glance

• One of 278 fee-only firms based in North Carolina in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 14 individual clients.
• Its average account is about $192,000 (assets it manages divided by its 14 accounts).

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Maximum Advisory fees

Maximum Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Edin Cuskovic

  CFA