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| Maxele Advisors LLC
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| CRD # | 165129 |
| SEC # | 801-121992 |
| CIK # | 0002096567 |
| AUM | 201.6 M (2026-04-01) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-961-1850 |
| Address | 20 Allen Avenue Webster Groves, MO 63119 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
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| 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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Serves | Retail |
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