Mark Sear is a registered investment advisor at Mai Capital Management, LLC, based in Newport Beach, CA, with 32 years of industry experience. Mark 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
680 Newport Center Drive, Suite 100, Newport Beach, CA, 92660
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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 Activities
Mark is a Managing Partner/Investment Advisor Representative at Evoke Wealth, LLC, dedicating most of his time to this role. He is also a board member for a corporate housing company, spending minimal time on quarterly board calls, and an investment advisor representative at INbalance Advisors, LLC.
Employment History
Current Registrations
Mai Capital Management, LLC
Evoke Advisors
Previous Registrations
Inbalance Advisors, LLC
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Luminous Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Goldman, Sachs & CO.Broker
State Registrations7 states
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