Mai Capital Management, LLC
Assets Under Management
$29.6B
Number of Clients
12,787
Number of Advisors
261
Average Client AUM
$2.3M
AUM per Advisor
$113.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MAI Capital Management offers discretionary and non-discretionary investment management, wealth management, and non-advisory services to individuals, high-net-worth and ultra-high-net-worth individuals and families, and institutions. Services include financial planning, tax strategies, insurance, and wealth transfer planning.
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
Location
6050 Oak Tree Blvd, Suite 500, Cleveland, OH, 44131