At Maxele, our goal is to provide our clients with an advisory experience that requires a higher standard of care and ongoing responsibility on the part of the Advisor.

Advisors can maintain a high standard of service and wealth management for a limited number of clients, generally 100 to 150.  A distinction should be made between "clients" and "customer" - "customer" suggests a transactional relationship without a Fiduciary standard of care.

As we grow from valued client referrals, our practice model - investment in technology and growing advisor network - will enable Maxele to continue providing the highest quality Advisor-Client experience.