JT
JT

John Tyrrell

29 Years of Experience
Ponte Vedra Beach, FL

John Tyrrell is a registered investment advisor at Mai Capital Management, LLC, based in Ponte Vedra Beach, FL, with 29 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
295 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

MAI negotiates fees at its discretion, resulting in clients under different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

820 Highway A1A N, Suite E4, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Mai Capital Management, LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2022 · 4 yrs 2 mos
Strategic Advisers LLC
March 2000 - July 2018 · 18 yrs 4 mos
Fidelity Brokerage Services LLCBroker
March 1997 - September 2022 · 25 yrs 6 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 1996 - March 1997 · 1 yr
State Registrations1 state
FL
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.