Phuong-Thuy Dinh is a registered investment advisor at Mai Capital Management, LLC, based in Los Angeles, CA, with 19 years of industry experience. Phuong-Thuy 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
10636 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mai Capital Management, LLC
Evoke Advisors
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations3 states
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