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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-07-2013
- Office Locations
- 1
Office Locations
About Maxele Advisors, LLC
Maxele Advisors is an independent, fee-only RIA providing customized wealth management and personal financial planning for individuals, couples, and families, with a focus on retirees and those 3-5 years from retirement. The firm emphasizes fiduciary advice and retirement accumulation, income, and distribution planning, supported by its "Client Check Point" financial-health service. Portfolios may use ETFs and mutual funds; custody includes Fidelity/NFS.
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Owner & Executives
STEPHEN M ERKEN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #1773459
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,565,331 | $323,021 |
| Non-Discretionary | $0 | -- |
| Total | $201,565,331 | $323,021 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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