DC
DC

Dillon James Christensen

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

MAI negotiates fees at its discretion, resulting in clients under different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mai Capital Management, LLC
November 2025 - Present · 3 mos
Evoke Advisors
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Bel Air Investment Advisors LLC
September 2017 - September 2020 · 3 yrs
Bel Air Securities LLCBroker
August 2015 - September 2020 · 5 yrs 1 mo
J.P. Morgan Securities LLCBroker
April 2013 - August 2015 · 2 yrs 4 mos
State Registrations10 states
ARCACOIDINNJNYOHSDTX
Advisor
Exams
No exam information available for this advisor.
Dillon James Christensen - Financial Advisor | TrueAdvisor