John Ruby is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Cleveland, OH, with 18 years of industry experience. John 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
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
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