Charles Perry
Charles Perry is a registered investment advisor at Mai Capital Management, LLC, based in Ponte Vedra Beach, FL, with 22 years of industry experience. Charles 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
820 Highway A1A N, Suite E4, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business Activities
Charles is the treasurer for Payasada Homeowners Association, presenting financial reports and reviewing statements. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, 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.