Inna Collins is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Charlotte, NC, with 17 years of industry experience. Inna 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
6101 Carnegie Blvd, Suite 310, Charlotte, NC, 28209
Get directionsHistory
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
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Marketing CorporationBroker
Aon Hewitt Financial Advisors, LLC
Hewitt Financial Services LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Park Avenue Securities LLCBroker
New England SecuritiesBroker
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
More Advisors
- Kevin Runge, CFAMai Capital Management, LLC
- Leila Evans, CFPMai Capital Management, LLC
- Michele Stutts, CFPMai Capital Management, LLC
- Andrew Deangelis, CFAVenture Visionary Partners LLC
- Chad Wilfong, CFPWells Fargo Advisors
- Justin Viviano, CFPModera Wealth Management, LLC