Marla Petti is a CFP, PFS-designated registered investment advisor at Mai Capital Management, LLC, based in Beachwood, OH, with 9 years of industry experience. Marla 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
23240 Chagrin Blvd, Suite 880, Beachwood, OH, 44122
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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
Marla is on the Finance Advisory Committee for the City of Beachwood since 2019. This activity is not investment-related and takes minimal time during business hours.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Hw Financial Advisors
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Cornerstone Family Office, LLC
State Registrations1 state
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.