NM
CFP
NM
CFP
Nicholas Mccreary
8 Years of Experience
Cleveland, OH
1 Disclosure
Nicholas Mccreary is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Cleveland, OH, with 8 years of industry experience. Nicholas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
295 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6050 Oak Tree Blvd., Suite 500, Cleveland, OH, 44131
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2021Denied
Employment History
Current Registrations
Mai Capital Management, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Hw Financial Advisors
February 2018 - January 2020 · 1 yr 11 mos
Commonwealth Financial Network
February 2018 - January 2021 · 2 yrs 11 mos
State Registrations1 state
OH
Advisor
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
No exam information available for this advisor.