Stanley Majkrzak
Stanley Majkrzak is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Cleveland, OH, with 27 years of industry experience. Stanley 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
6050 Oak Tree Blvd, Suite 500, Cleveland, OH, 44131
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Regulatory History (1)
Customer Dispute
April 2021Other Business Activities
Stanley is a co-owner of IPS Bio, LLC, a private entity created to purchase a private offering investment in Biomendics, LLC. This activity is not conducted at a branch and is not investment related.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Hw Financial Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cibc World MarketsBroker
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.