David Meador is a registered investment advisor at Mai Capital Management, LLC, based in Little Rock, AR, with 26 years of industry experience. David 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
8315 Cantrell Road, Suite 240, Little Rock, AR, 72227
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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
David is involved in several real estate ventures and authored a children's book. He spends minimal time on the book, including during trading hours.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Transparent Wealth Partners LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Neuberger Berman LLC
Neuberger Berman LLCBroker
Neuberger Berman Management LLCBroker
Charles Schwab & CO., INC.Broker
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.