AS
CFA · CFP · ChFC
AS
CFA · CFP · ChFC

Alex Nmn Shahidi

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual 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

10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alex is a managing member of Advanced Research Investment Solutions, LLC, dedicating nearly all of his time to this activity. He is also an investment advisor representative at Inbalance Advisors, LLC, spending minimal time there, and an advisory council member at Bridgewater Associates, dedicating minimal time.

Employment History
Current Registrations
Mai Capital Management, LLC
November 2025 - Present · 3 mos
Evoke Advisors
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Inbalance Advisors, LLC
June 2022 - August 2023 · 1 yr 2 mos
Advanced Research Investment Solutions, LLC
November 2014 - July 2024 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1999 - November 2014 · 15 yrs 1 mo
State Registrations5 states
CACTFLNYTX
Advisor
Exams
No exam information available for this advisor.
Alex Nmn Shahidi - Financial Advisor | TrueAdvisor