Keola Elobt
Keola Elobt is a registered investment advisor at Mai Capital Management, LLC, based in Ponte Vedra Beach, FL, with 21 years of industry experience. Keola 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 North, Suite E4, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business Activities
Keola is a fundraiser for Blessing In A Backpack since 2016 and a board member of the YMCA since 2016. These activities are not investment-related.
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.