Michael Martin is a registered investment advisor at Mai Capital Management, LLC, based in Cleveland, OH, with 7 years of industry experience. Michael 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
6050 Oak Tree Blvd, Suite 500, Cleveland, OH, 44131
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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.
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Michael works as a wealth advisor at MAI Capital Management, LLC, focusing on financial planning. He dedicates full-time hours to marketing and sales activities related to MAIPX.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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