DK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
261 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
MAI negotiates fees at its discretion, resulting in clients under different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
MAI generally charges a 1% annual investment management fee for discretionary or non-discretionary portfolios, but fees are negotiable. Customized arrangements include fees for investment advice, wealth management, and non-advisory services. MAI also manages employee and related accounts for a reduced fee. MAI suggests a minimum of $500,000 to establish an investment management account.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1997Settled
Other Business Activities
Darell serves on the board of directors for four organizations: College Track, Music Center Foundation, Pardes Institute, and Rudef Shalom. These activities are not investment-related.
Employment History
Current Registrations
Mai Capital Management, LLC
November 2025 - Present · 2 mos
Evoke Advisors
October 2020 - Present · 5 yrs 3 mos
Previous Registrations
Bel Air Securities LLCBroker
January 2006 - September 2020 · 14 yrs 8 mos
State Street Global Markets, LLCBroker
September 2001 - July 2006 · 4 yrs 10 mos
Bel Air Investment Advisors LLC
March 2001 - September 2020 · 19 yrs 6 mos
Bel Air Securities LLCBroker
June 1998 - September 2001 · 3 yrs 3 mos
Goldman, Sachs & CO. Broker
February 1982 - March 1998 · 16 yrs 1 mo
State Registrations14 states
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Advisor
Exams
No exam information available for this advisor.