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
3300 North Ridge Road, Suite 345, Ellicott City, MD, 21043
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William works as an attorney and CPA providing legal and accounting services, dedicating nearly full-time hours to this profession. Clients may be introduced to Court Place Advisors, LLC for investment advisory services, but there is no obligation and no referral fees are paid.