About MAI CAPITAL ADVISOR
MAI Capital Advisor is a leading financial advisory firm that provides expert guidance and personalized solutions to help clients achieve their financial goals. With a team of highly experienced and knowledgeable advisors, MAI Capital Advisor offers a wide range of financial services to individuals, families, and businesses.
How Does the Advisor Help Clients – Key Takeaways:
MAI Capital Advisor is committed to helping clients make informed financial decisions and achieve long-term financial success. The following are some key takeaways on how the advisor helps clients:
- Provides expert financial advice and guidance
- Customizes financial strategies to meet individual client needs
- Offers a wide range of financial services
- Utilizes cutting-edge technology and resources
- Regularly monitors and adjusts client portfolios
Facts and Insights
Founded in 1973, MAI Capital Advisor has over four decades of experience in the financial industry. The firm has a team of over 200 advisors and manages over $6 billion in assets for their clients. The advisors at MAI Capital Advisor are committed to staying up-to-date with the latest market trends and insights to provide clients with the most effective financial strategies.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $6 billion | Over 200 | Over 40 years |
Financial Services Offered
MAI Capital Advisor offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
Client Types
MAI Capital Advisor serves a diverse range of clients, including individuals, families, and businesses. The firm offers customized solutions to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
MAI Capital Advisor is committed to transparency when it comes to fees and compensation. The firm operates on a fee-only basis, meaning that they do not receive commissions or incentives for selling products. This ensures that their advice is unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management and are determined on a client-by-client basis.
Background
Marc Scheidegger, Francis Mayer, and Bret Rosenthal founded MAI Capital Advisor in 1973. The firm has since grown to become one of the most reputable and successful financial advisory firms in the industry. MAI Capital Advisor is headquartered in Cleveland, Ohio, but has offices in various locations across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisor, MAI Capital Advisor is required to disclose any potential conflicts of interest and disciplinary history. The firm has a clean record and is committed to upholding the highest standards of ethics and integrity in all their dealings with clients.