John Mitsos
John Mitsos is a registered investment advisor at Mai Capital Management, LLC, based in Yardley, PA, with 28 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
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
57 S. Main Street, Suite 203, Yardley, PA, 19067
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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 ActivitiesSells Insurance
John sells fixed insurance, accident and health insurance, and property & casualty insurance through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
The Wealth Consulting Group
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mony Securities CORP.Broker
State Registrations4 states
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.