Andrew Palmer is a registered investment advisor at Mai Capital Management, LLC, based in Los Angeles, CA, with 28 years of industry experience. Andrew 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Andrew is an ambassador for a medical practice, promoting health and dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Mai Capital Management, LLC
Evoke Advisors
Previous Registrations
Bel Air Securities LLCBroker
Bel Air Investment Advisors LLC
State Street Global Markets, LLCBroker
Bel Air Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.