David Hou is a registered investment advisor at Mai Capital Management, LLC, based in Los Angeles, CA, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 12,787 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
MAI negotiates fees at its discretion, resulting in clients under different fee schedules.
Fee Estimator
Location
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is a managing partner at Evoke Wealth, LLC and Inbalance Advisors, LLC, dedicating nearly all of his time to these activities. He is also a passive investor in KTWO/JTWO, Sunburst Partners III, and Maple Ave, spending no time on these investments.
Employment History
Current Registrations
Mai Capital Management, LLC
Evoke Advisors
Previous Registrations
Inbalance Advisors, LLC
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Luminous Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations8 states
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