Jeffrey Dore is a registered investment advisor at Mai Capital Management, LLC, based in Los Angeles, CA, with 23 years of industry experience. Jeffrey 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
295 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2023Denied
Employment History
Current Registrations
Mai Capital Management, LLC
February 2026 - Present · 2 mos
Evoke Advisors
June 2019 - Present · 6 yrs 10 mos
Previous Registrations
First Republic Securities Company, LLCBroker
January 2013 - June 2019 · 6 yrs 5 mos
First Republic Investment Management, INC.
January 2013 - June 2019 · 6 yrs 5 mos
Luminous Capital, LLC
June 2008 - February 2013 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2003 - May 2008 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - May 2008 · 5 yrs 3 mos
State Registrations2 states
CACO
Advisor
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.
Exams
No exam information available for this advisor.