Joseph Mclean
Joseph Mclean is a registered investment advisor at Mai Capital Management, LLC, based in San Ramon, CA, with 20 years of industry experience. Joseph 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
12657 Alcosta Blvd, Suite 400, San Ramon, CA, 94583
Get directionsHistory
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 ActivitiesSells Insurance
Joseph is the owner of Intersect Capital Insurance Services, LLC, where he works as an insurance agent. He also owns Intersect Ventures LLC, a private equity investment firm, where he is involved in raising capital; both activities require minimal time.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Intersect Capital LLC
True Capital Management
Alliancebernstein L.P.
Lord, Abbett & CO. LLC
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.