Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
820 Highway A1A N, Suite E4, Ponte Vedra Beach, FL, 32082
Get directionsRegulatory History (1)
Customer Dispute
October 2008Other Business Activities
Albert is a Managing Director at MAI Wealth Advisors, LLC, dedicating full-time hours to this role. He also serves as Commissioner of T-Ball for PVAA Baseball Board, spending minimal time on this non-investment related activity.