Alex Shahidi is a CFA, CFP, ChFC-designated registered investment advisor at Mai Capital Management, LLC, based in Los Angeles, CA, with 26 years of industry experience. Alex 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.
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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Alex is a managing member of Advanced Research Investment Solutions, LLC, dedicating nearly all of his time to this activity. He is also an investment advisor representative at Inbalance Advisors, LLC, spending minimal time there, and an advisory council member at Bridgewater Associates, dedicating minimal time.
Employment History
Current Registrations
Mai Capital Management, LLC
Evoke Advisors
Previous Registrations
Inbalance Advisors, LLC
Advanced Research Investment Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations5 states
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