Joshua Danforth
Joshua Danforth is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Little Rock, AR, with 20 years of industry experience. Joshua 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
100 River Bluff Drive, Suite 410, Little Rock, AR, 72202
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2016Other Business Activities
Joshua owns real estate property since 2016 and acts as a landlord. This activity requires minimal time.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Legacy Capital Wealth Partners, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.