AS
CFP
AS
CFP

Alexander Spiller

8 Years of Experience
Houston, TX
Sells Insurance

Alexander Spiller is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Houston, TX, with 8 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 16,261 clients with $52B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
309 advisors
Number of Clients
16,261 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$52.1B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

Fees are negotiable at MAI Capital Management's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Houston, TX

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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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Other Business ActivitiesSells Insurance

Alexander is involved in fixed insurance sales, including accident and health insurance products, as well as property and casualty insurance for various carriers through Treloar & Heisel, LLC.

Employment History
Current Registrations
Mai Capital Management, LLC
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
The Wealth Consulting Group
August 2017 - April 2024 · 6 yrs 8 mos
State Registrations8 states
ARCOMINMNVOKPATX
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.
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