Zackary Flodeen is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Glendale, AZ, with 17 years of industry experience. Zackary 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
Glendale, AZ
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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
Evoke Advisors
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Fisher Investments
Ing Investments Distributor, LLCBroker
Ing Investment Management CO. LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Tcf Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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