DB
CFP · ChFC
DB
CFP · ChFC

Drew Bryant

5 Years of Experience
Los Angeles, CA

Drew Bryant is a CFP, ChFC-designated registered investment advisor at Mai Capital Management, LLC, based in Los Angeles, CA, with 5 years of industry experience. Drew 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

10635 Santa Monica Blvd, Suite 240, Los Angeles, CA, 90025

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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
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Intersect Capital LLC
May 2021 - August 2022 · 1 yr 3 mos
State Registrations2 states
CATX
Advisor

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Exams
No exam information available for this advisor.
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