Glenn Movish
Glenn Movish is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Bannockburn, IL, with 40 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 12,787 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
2201 Waukegan Road, Suite 175, Bannockburn, IL, 60015
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Regulatory 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 ActivitiesSells Insurance
Glenn is involved in fixed insurance sales. The filing does not specify the time commitment.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Lasalle St Securities, L.L.C.Broker
Asset Management Group LTD
Securities America, INC.Broker
Ogilvie & Taylor Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
State Registrations1 state
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.