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Albert Edward Macdonald

25 Years of Experience
1 Disclosure
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

820 Highway A1A N, Suite E4, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (1)
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Customer Dispute
October 2008
Denied
Other Business Activities

Albert is a Managing Director at MAI Wealth Advisors, LLC, dedicating full-time hours to this role. He also serves as Commissioner of T-Ball for PVAA Baseball Board, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Mai Capital Management, LLC
February 2010 - Present · 16 yrs
Previous Registrations
Foreside Fund Services, LLCBroker
April 2016 - June 2017 · 1 yr 2 mos
Foreside Fund Services, LLCBroker
September 2010 - January 2014 · 3 yrs 4 mos
Strategic Advisers, INC.
March 2003 - May 2009 · 6 yrs 2 mos
Fidelity Brokerage Services LLCBroker
November 1999 - May 2009 · 9 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.