AZ
CFP
AZ
CFP

Aaron J Ziska

10 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

1034 South Brentwood Blvd, Suite 1490, St. Louis, MO, 63117

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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
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Greenway Family Office, LLC
January 2015 - December 2020 · 5 yrs 11 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Aaron J Ziska - Financial Advisor | TrueAdvisor