SV
SV
Sergio Villavicencio
13 Years of Experience
Los Angeles, CA
1 Disclosure
Sergio Villavicencio is a registered investment advisor at Mai Capital Management, LLC, based in Los Angeles, CA, with 13 years of industry experience. Sergio 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
308 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
2121 Avenue of the Stars, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (1)
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Criminal
May 2012Final Disposition
Employment History
Current Registrations
Mai Capital Management, LLC
November 2025 - Present · 11 mos
Previous Registrations
Evoke Advisors
November 2023 - September 2026 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - November 2014 · 10 yrs 7 mos
State Registrations1 state
CA
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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