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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
6050 Oak Tree Blvd, Suite 500, Cleveland, OH, 44131
Get directionsRegulatory History (1)
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Criminal
September 2014Final Disposition
Employment History
Current Registrations
Mai Capital Management, LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Regal Wealth Management, LLC
November 2021 - December 2021 · 1 mo
Nomura Securities International, INC. Broker
July 2017 - November 2019 · 2 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.