Dustin Eldridge is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Dallas, TX, with 13 years of industry experience. Dustin 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
6060 N. Central Expressway, Suite 540, Dallas, TX, 75206
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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
Dustin operates Team Private Wealth Management as a DBA for his investment advisory business since August 2023. He also serves as a board member for the USF Center for Entrepreneurship and the C5 Foundation of Texas, both non-profit organizations.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Waterloo Capital
Team Private Wealth Management
Tolleson Private Wealth Management
Carter Advisory Services, INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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