John Ruby is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Cleveland, OH, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 16,261 clients with $52B 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% |
Fees are negotiable at MAI Capital Management's discretion.
Fee Estimator
Location
6050 Oak Tree Blvd, Suite 500, Cleveland, OH, 44131
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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 →Other Business Activities
John owns rental property and performs standard landlord duties. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Mercer Global Advisors INC.
Fifth Third Securities, INC.
Edward Jones
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Natcity Investments, INC.
Morgan Stanley
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.
Exams
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