Our asset management is rather simple, easy to understand, cost effective and efficient.
Just because we have a simple methodology, though, does not mean it's easy to implement. Most people, professional or otherwise, do not have the temperament or the discipline to do it correctly.
For clients who qualify, the cost is .50% of assets under management annually.
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Contact
531 Mallard Lane
Deerfield IL 60015
Patrick@maxg2.com
ABOUT Maxg2
Founded in 2017, we are a premier advisory firm that redefines and elevates the financial services experience for the benefit our clients, not ourselves.