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Audra Christine Nay

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

MAI negotiates fees at its discretion, resulting in clients under different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

917 Mendocina Ave, Santa Rosa, CA, 95401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mai Capital Management, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Traverso Chambers Private Wealth Management, LLC
April 2018 - January 2024 · 5 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2017 - May 2018 · 10 mos
Wells Fargo Advisors Financial Network, LLC
July 2017 - May 2018 · 10 mos
First Republic Securities Company, LLCBroker
February 2017 - May 2017 · 3 mos
First Republic Investment Management, INC.
June 2016 - May 2017 · 11 mos
B|o|s
February 2014 - July 2016 · 2 yrs 5 mos
Santa Barbara Asset Management, LLC
February 2007 - April 2013 · 6 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.