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Edin Cuskovic

Tax and financial planning

Maximum Advisory

Charlotte

NC

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Other

Funds

Funds Used With Clients

Fund Assets in Fund
Vanguard 500 Index Fund <$1M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Maximum Advisory LLC 2 years, 8 months Sep 2016 - Present
    Acg Advisory Services 5 years, 5 months Feb 2011 - Jul 2016
    Virginia Retirement System 1 year, 6 months Jan 2008 - Jul 2009
    University of Richmond 3 years, 4 months Aug 2007 - Dec 2010
    Best Buy 4 years, 8 months Sep 2006 - May 2011

    Designations & Memberships

    • Chartered Financial Analyst Institute
      Membership
      Chartered Financial Analyst Institute
    • Accredited Investment Fiduciary
      Designation
      Accredited Investment Fiduciary
      The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
    • Chartered Financial Analyst
      Designation
      Chartered Financial Analyst
      Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

    Articles and Answers

    Insights by Edin Cuskovic

    2016 W2 form is due to the IRS by January 31
    Published 2017-01-08 20:13:21
      *Articles are published by advisors without compensation.

      Answers

      Ask a financial questionAsk a question
      I'm requesting a Hardship W/d for Purch of Princpal Residence and need to know what a Closing Disclosure form is?
      The Closing Disclosure is prepared by your closing attorney. I believe it is sometimes referred to as the HUD statement. It lists all the various financial details pertaining to the purchase of the home such as closing costs incurred by you, and who will receive how much....  (more)
      Answered Nov 2016
      My wife did not put much money in 401K, but I had a windfall and would like to max her's out and save taxes, possible?
      Couple of things - your wife's 401k plan document has to allow for "one time" contributions. This would be in the administrative guide of the plan document, not something companies readily share with employees. Usually this provision is allowed and not a big deal. The bigger issue you will have i...  (more)
      Answered Dec 2016
      I am getting a pension from bayhealth and need to change my beneficiary however they are not returning my calls. Advise?
      I would recommend first calling the recordkeeper of the pension. The recordkeeper is the company that sends you statements (typically a large, national firm). They should have a blank beneficiary form that they can send you. If they do, fill it out and send it to both the recordkeeper and Bayheal...  (more)
      Answered Nov 2016
      I no longer work for rg costumes inc. and I'm trying to cash out my retirement funds, but I have no idea how.
      Call or email the HR person and ask for a distribution form....  (more)
      Answered Dec 2016
      Is R5 shares at American Funds better than R4 shares at American Funds?
      R5 shares have a lower expense ratio than R4 shares. Therefore, they will have better performance. ...  (more)
      Answered Jan 2017
      How do I compare our Plan's administrative fees to other plans with similar balances?
      You can purchase a database such as the Fee Benchmarker by fi360/Ann Schleck (I recommend you don't), or call service providers around town to get quotes. You can also find other plans of that size and call them and ask what they are paying....  (more)
      Answered Jan 2017
        *Answers are submitted by advisors without compensation.

        Licenses & Conducts

        SEC
        U.S. Securities and Exchange Commission
        • license status
          Registered
        • disclosures
          None
        • as of date
          Mar 6, 2019
        FINRA
        FINRA
        • license status
          Not registered
        • disclosures
          None
        • as of date
          N/A
        Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

        Assets

        Maximum Advisory

        Last updated on Aug. 24, 2017
          • $76.3K
            Total Assets Under Management
          • N/A
            Total Assets Under Advisement
          • 1
            Accounts
          • $76.3K
            Estimated Average Account Balance

        Fees

        Fee Only Advisor
        $
        This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements