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Aron Max Wegner

Mai Capital Management, LLC
6 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Mai Capital Management, LLC
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
—

Location

6050 Oak Tree Blvd, Suite 500, Cleveland, OH, 44131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2014
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mai Capital Management, LLC
February 2022 - Present · 4 yrs
Previous Registrations
Regal Wealth Management, LLC
November 2021 - December 2021 · 1 mo
Nomura Securities International, INC.Broker
July 2017 - November 2019 · 2 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Aron Max Wegner - Financial Advisor | TrueAdvisor