MAI Capital Management offers investment management, wealth management, and non-advisory services to individuals, high-net-worth families, and institutions. These services include financial planning, tax strategies, insurance advice, and wealth transfer planning. MAI also provides tax preparation, insurance administration, and family office services.
Assets Under Management$30B
Clients12,787
Advisors295
Avg. per Client$2.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
295 Advisors at this firm
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