Sean Kriak is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Cleveland, OH, with 25 years of industry experience. Sean 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
No disclosures, customer disputes, or regulatory actions on file.
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Sean serves on the board of directors for Cathy's House and the Jack Mulhull Center, advising on budgeting, expansion, and sustainability issues, and dedicates minimal time during the work week. He is also a board member for The Society Foundation, a non-profit organization, spending minimal time on this activity.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.