Rafael Perez is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Cleveland, OH, with 29 years of industry experience. Rafael 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
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% |
Fees are negotiable at MAI Capital Management's discretion.
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
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
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