William Chlan is a PFS-designated registered investment advisor at Mai Capital Management, LLC, based in Ellicott City, MD, with 17 years of industry experience. William 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
3300 North Ridge Road, Ste 345, Ellicott City, MD, 21043
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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
William works as an attorney and CPA providing legal and accounting services, dedicating nearly full-time hours to this profession. Clients may be introduced to Court Place Advisors, LLC for investment advisory services, but there is no obligation and no referral fees are paid.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Court Place Advisors LLC
State Registrations1 state
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