Rafael Perez is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Cleveland, OH, with 28 years of industry experience. Rafael 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
1360 East Ninth Street, Suite 1100, Cleveland, OH, 44114
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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
Rafael is an Endowment Committee member for The Church in Aurora since 2019. He promotes the endowment fund, reviews requests, and monitors the investment advisor, dedicating minimal time to this activity.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Advest, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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