MAI Capital Advisor provides investment advice and financial planning services to individuals and small businesses. MAI focuses on capital preservation and account growth with minimized risk. MAI offers employee benefits, including group life, disability, health, and retirement plans. MAI does not accept discretionary accounts and makes all investment decisions with client approval.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. MAI looks for ways to reduce and contain costs instead of raising them, so it would be the exception and not the rule that a securities client fee would even reach the 1 percent level for securities assets under management. In the event that a given client undertakes both insurance vehicles and has a securities portfolio with MAI, then MAI is willing to negotiate a discounted fee for any securities portfolios that exist in tandem with commission-bearing insurance vehicles.