Maximai Investment Partners, LLC

MAXIMAI Investment Partners, LLC is a registered investment adviser based in Coral Gables, FL, providing comprehensive, fee-only wealth management and family office services since September 2016. The firm offers services such as Investment Management, implementation of investment recommendations, and consultation. MAXIMAI previously provided investment advisory services under a Wrap Fee Program, which is being phased out. The program involved discretionary or non-discretionary portfolio management based on clients' investment objectives. The firm may use Third-Party Money Managers (TPMMs) to manage client accounts, with assets generally held at Interactive Brokers and INTL FC Stone. For clients, the firm requires a minimum of $1 million to open and maintain an advisory account, although this minimum may be waived under certain circumstances. MAXIMAI charges an annual portfolio management fee ranging from 0.50% to 2.00% of assets, billed quarterly in advance. Clients may withdraw assets with notice, but short-term trading and alternative investments involve risks. The firm does not accept performance-based fees, and its investment strategies include charting analysis, technical analysis, fundamental analysis, and long-term purchases. MAXIMAI emphasizes client privacy, cybersecurity measures, and compliance with regulatory standards. The firm does not have any required disclosures of legal or disciplinary events and maintains a Code of Ethics to ensure professional conduct and client interests are prioritized.