Mai Capital Management, LLC, a prominent regional investment advisory firm headquartered in Cleveland, OH, is dedicated to delivering comprehensive financial services to its clients. With a robust team of 331 employees, including 137 investment advisors, they possess a wealth of expertise and resources to provide exceptional guidance.
Each investment advisor at Mai Capital Management, LLC manages an impressive average of approximately $142,810,000 in assets under management, exceeding the industry average. Their compensation structure offers various options, such as a percentage of assets under management and fixed fees, ensuring a tailored approach to client needs.
The firm caters to a substantial client base of over 4,010 individuals, expertly managing assets totaling $15,773,427,000. Their primary focus is on high-net-worth individuals, with the majority of assets under their management belonging to this clientele segment. While 401(k) and individual accounts represent less than 30% of their assets, Mai Capital Management, LLC has the capability to efficiently handle employer funds.
With an impressive 90% of assets under management falling under their discretionary management, the firm exhibits a high level of autonomy in their investment decisions. Operating regionally, Mai Capital Management, LLC maintains 21 offices across the country.
The firm takes pride in its longest tenured advisors, including Matthew Eiben, Leah Detwiler, and John Ciancibello, who contribute their extensive experience to the company's success. Through their unwavering dedication, Mai Capital Management, LLC strives to provide exemplary investment advisory services and comprehensive financial solutions, fostering long-term relationships with their valued clients.