How does the advisor help clients – Key Takeaways:
MAI CAPITAL MANAGEMENT, LLC is a trusted financial advisory firm that has been serving clients since 1973. The firm specializes in providing personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a variety of services, MAI CAPITAL MANAGEMENT, LLC is committed to providing expert guidance and support to its clients.
Facts and Insights
Here are some key facts and insights about MAI CAPITAL MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5.3 billion | 30 | 47 years |
Financial Services Offered
MAI CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more.
Client Types
The firm caters to a variety of clients, including high-net-worth individuals, families, and institutions. Its team of advisors has extensive experience working with clients from all backgrounds and is well-equipped to handle their unique financial needs.
Fees & Compensation
MAI CAPITAL MANAGEMENT, LLC operates on a fee-based compensation model, meaning that clients pay a percentage of their assets under management as a fee. This structure aligns the interests of the firm with those of the clients, as the firm’s income is tied to the performance of the client’s investments.
Background
MAI CAPITAL MANAGEMENT, LLC was founded in 1973 by John E. Maguire, Sr. and has since become a leading financial advisory firm in the industry. The firm is headquartered in Cleveland, Ohio, and has offices in multiple locations across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, MAI CAPITAL MANAGEMENT, LLC is regulated by the Securities and Exchange Commission (SEC). This means that the firm is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. At MAI CAPITAL MANAGEMENT, LLC, transparency and integrity are top priorities, and the firm ensures that all necessary disclosures are made to its clients.