EF
CFP
EF
CFP
Elyse Foster
27 Years of Experience
Boulder, CO
1 Disclosure
Elyse Foster is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Boulder, CO, with 27 years of industry experience. Elyse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 16,261 clients with $52B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
309 advisors
Number of Clients
16,261 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$52.1B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees are negotiable at MAI Capital Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1909 26th Street, Suite 1A, Boulder, CO, 80302
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 1988Settled
Employment History
Current Registrations
Mai Capital Management, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Harbor Financial Group, INC.
January 1999 - June 2024 · 25 yrs 5 mos
State Registrations6 states
CACONMNYPATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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