Michelle Mai
Michelle Mai is a registered investment advisor at Signature Resources Capital Management, LLC, based in San Diego, CA, with 13 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 378 clients with $300M 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 $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. Additional program fees apply for accounts under $250,000 ranging from 0.10% to 0.30%.
Fee Estimator
Location
10875 Rancho Bernardo Road, Suite 115, San Diego, CA, 92127
Get directionsHistory
Regulatory History (1)
Criminal
February 2001Other Business ActivitiesSells Insurance
Michelle is an insurance agent at Signature Resources Insurance and Financial Services, spending about 10-20% of her time on insurance sales and service. She also owns College Planning Source, dedicating about 10-20% of her time to college planning.
Employment History
Current Registrations
Signature Resources Capital Management, LLC
Previous Registrations
Phi Beta Kapital Investments, INC.
State Registrations2 states
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
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