Meghan Doherty is a CFP, ChFC-designated registered investment advisor at Mai Capital Management, LLC, based in Clearwater, FL, with 25 years of industry experience. Meghan 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
2536 Countryside Blvd, Suite 400, Clearwater, FL, 33763
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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 →Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
ICMA Retirement Corporation
Icma-Rc Services, LLCBroker
Hartford Securities Distribution Company, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Gwfs Equities, INC.Broker
Ing Financial Advisers, LLCBroker
Benefitscorp Equities, INC.Broker
State Registrations1 state
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