MIAI, Inc. offers investment management through the MIAI Advisor Program (MAP) and Fidelity Managed Account Xchange℠ Program (FMAX). They also provide financial planning services covering retirement, tax, cash flow, education, and insurance. MIAI offers retirement plan consulting services to clients subject to federal retirement plan rules. MIAI's clients include individuals, trusts, estates, corporations, and retirement plans.
Assets Under Management$210M
Clients276
Advisors5
Avg. per Client$770K
Avg. per Advisor$43M
Fee Structure
MIAI offers investment management services through two programs:
- MIAI Advisor Program (MAP): MIAI selects and manages your investments.
- Fidelity Managed Account Xchange℠ Program (FMAX): MIAI refers you to investment managers through Fidelity's platform.
The maximum annual management fee for both programs is 3.00% of the value of your portfolio, unless your account only holds mutual funds, in which case the maximum annual fee is 2.25%. Fees are negotiable.
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