MAI Capital Management manages investment portfolios and provides personalized financial planning, wealth management, estate planning, tax preparation, and family office services. MAI Capital Management serves individuals, high-net-worth and ultra-high-net-worth families, sports professionals, trusts, and institutions. Portfolios are customized based on each client's specific goals, time horizon, and comfort with risk, utilizing strategies such as individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments.
Assets Under Management$52B
Clients16,261
Advisors308
Avg. per Client$3.2M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $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
308 Advisors at this firm
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