AW
CFP
AW
CFP

Ari Seth Wiener

9 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

6701 Democracy Boulevard, Suite 711, Bethesda, MD, 20817

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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
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Investment Planning Associates INC
November 2020 - January 2022 · 1 yr 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2019 - November 2020 · 1 yr 2 mos
Advice and Planning Services
August 2019 - November 2020 · 1 yr 3 mos
Charles Schwab Investment Advisory, INC
February 2018 - June 2019 · 1 yr 4 mos
Thomaspartners, INC.
July 2017 - March 2018 · 8 mos
Nylife Securities LLCBroker
January 2014 - October 2014 · 9 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Ari Seth Wiener - Financial Advisor | TrueAdvisor