Ajeya Kukreja is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Los Angeles, CA, with 4 years of industry experience. Ajeya 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.
Learn about disclosures →Employment History
Current Registrations
Mai Capital Management, LLC
Evoke Advisors
Previous Registrations
Audent Global Asset Management, LLC
Audent Global Asset Management, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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