Maxele Advisors LLC

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Maxele Advisors LLC
CRD #165129
SEC #801-121992
CIK #0002096567
AUM 201.6 M (2026-04-01)
Employees 3 (33% Investors, 0% Brokers)
Fees
Minimum
Phone314-961-1850
Address20 Allen Avenue
Webster Groves, MO 63119
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
Fees and Compensation — Form ADV Part 2A (4/1/2026) [Brochure]
Item 5.            Fees and Compensation
         Maxele offers its services on a fee basis, which may include hourly and/or fixed fees, as well as fees
         based upon assets under management.

         Financial Planning Fees

         Maxele generally charges an hourly fee or a fixed fee for financial planning services based on the
         estimated hours involved in a project. The          hourly rate is generally $200 per hour, but ranges from
         $150 to $250 depending on the investment adviser representative                rendering the advice and the

Page 5                                                                                                            © MarketCounsel 2012

         Maxele Advisors, LLC Disclosure Brochure

         complexity involved in providing financial planning services. For an IAR with more than 10 years of
         experience the hourly rate is generally $250; for an IAR with 5 to 10 years of experience the hourly rate is
         generally $200; for an IAR with less than 5 years of experience the hourly rate is generally $150. These
         fees are negotiable.

         In general, comprehensive financial plans require 10 to 50 hours of time, which fluctuates based on the
         individual needs, complexity, and net worth of the client. For example, an individual with a net worth of up
         to $2,000,000 generally does not have as complicated a financial situation as an individual with a net
         worth of at least $10,000,000. Therefore, the financial planning involved for the former individual might
         average 10 to 20 hours, whereas the financial planning involved with the latter individual might average
         up to 50 hours. Based on an hourly rate of $200, the firm generally provides more basic comprehensive
         financial planning services for $2,000 to $4,000 and more involved comprehensive financial planning
         services for up to $10,000. In the         experience, individuals with net        in excess of $10,000,000
         have more involved comprehensive financial planning services that generally necessitate at least 50
         hours of review time and preparation work to provide tax analysis, asset allocation, investment needs
         analysis, and retirement and estate planning. At an average rate of $200 per hour, the firm believes a
         fixed fee of $10,000 is appropriate.

         For modular financial planning services, the hourly rates are based on the type of module. Education
         planning generally requires 1 to 2 hours, or $200 to $400. Estate and/or retirement planning are
         generally more involved modules and may require up to 10 hours, or $2,000. Asset allocation, insurance
         needs, and taxes planning generally fall in the middle depending on the level of involvement requirement
         of the      investment adviser representatives.

         Once clients have received an initial financial plan, the firm offers ongoing financial planning services.
         For ongoing financial planning services, the firm may charge an annual retainer fee of $500 to $2,500,
         which is prorated and charged quarterly.

         If the client engages Maxele for additional investment advisory services, Maxele may offset all or a
         portion of its fees for those services based upon the amount paid for the financial planning services. Prior
         to engaging Maxele to provide financial planning services, the client is required to enter into a written
         agreement with Maxele setting forth the terms and conditions of the engagement. Except for ongoing
         financial planning clients, Maxele generally requires one-half of the financial planning fee (estimated
         hourly or fixed) payable upon entering the written agreement. The balance is generally due upon delivery
         of the financial plan or completion of the agreed upon services.

         Wealth Management Fee

         Maxele provides wealth management services for an annual fee based upon a percentage of the market
         value of the assets being managed by Maxele. Maxele          annual fee is exclusive of, and in addition to

Page 6                                                                                                           © MarketCounsel 2012

         Maxele Advisors, LLC Disclosure Brochure

         brokerage commissions, transaction fees, and other related costs and expenses which are incurred by
         the client. Maxele does not, however, receive any portion of these commissions, fees, and costs.

         Maxele      annual wealth management fee is prorated and charged quarterly, in advance, based upon the
         market value of the assets being managed by Maxele on the last day of the previous quarter. The firm
         does not base its billing periods on calendar quarters, but rather the quarter-end depends on the initial
         date the client engaged the firm for wealth management services. The annual fee varies between 0.50%
         to 1.50% depending upon the market value of the assets under management and the type of wealth
         management services to be rendered.

         If the firm is not managing the assets on an ongoing basis, but providing account oversight services to
         assets held and managed by other firms, the annual fee is 0.25% to 0.75%, which is prorated and
         charged quarterly, in advance, based upon the market value of the assets being advised by Maxele on
         the last day of the previous quarter. Maxele is not responsible for the selection of the third-party money
         managers but will advise on these assets as requested by the client.

         Maxele, in its sole discretion, may negotiate to charge a lesser management fee based upon certain
         criteria (i.e., anticipated future earning capacity, anticipated future additional assets, dollar amount of
...
Account Minimums and Types of Clients — Form ADV Part 2A (4/1/2026) [Brochure]
Item 7. Types of Clients
         Maxele provides its services to individuals, pension and profit- s h a r i n g plans, trusts, estates, charitable
         organizations, corporations, and business entities.

         The firm does not have any requirements for opening or maintaining an account.

Page 8                                                                                                              © MarketCounsel 2012

         Maxele Advisors, LLC Disclosure Brochure
Sector Form 13F Holdings Value ($M)
Nvidia Corp 6.5
SPDR Gold Trust 3.2
Apple Inc 3.2
Amazon Com Inc 1.9
Lilly Eli & Co 1.8
J P Morgan Chase & Co 1.6
Abbott Laboratories 1.4
 
 
 
 
Holdings by Sector ($M)
13010478522602020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 161 38.8
(b) Individuals (high net worth individuals) 73 160.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.1
(h) Charitable organizations 0 1.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 624 201.6
By Discretionary
Discretionary 624 201.6
Non-Discretionary 0 0.0
Total 624 201.6
By Non-United States Persons
Non-United States Persons 1.2
United States Persons 200.4
Total 624 201.6
EDGAR Form CIK 2011 - 2026
13F-HR [0002096567]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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