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investors.",[1070],{"type":129,"attrs":1071},{"color":773},{"type":18,"attrs":1073,"content":1074},{"textAlign":34},[1075],{"text":1076,"type":22,"marks":1077},"Here are some key pros and cons of MAI to get you started.",[1078],{"type":129,"attrs":1079},{"color":773},{"type":18,"attrs":1081,"content":1082},{"textAlign":34},[1083],{"text":1084,"type":22,"marks":1085},"Pros of MAI Capital Management:",[1086,1088],{"type":129,"attrs":1087},{"color":773},{"type":38},{"type":849,"content":1090},[1091,1107,1123,1139,1155],{"type":852,"content":1092},[1093],{"type":18,"attrs":1094,"content":1095},{"textAlign":34},[1096,1102],{"text":1097,"type":22,"marks":1098},"Designed for complex client needs: ",[1099,1101],{"type":129,"attrs":1100},{"color":773},{"type":38},{"text":1103,"type":22,"marks":1104},"The service is structured to support high-net-worth individuals and families, including professionals, executives, business owners, athletes and entertainers, entrepreneurs, retirees, and family office-style clients with evolving financial considerations.",[1105],{"type":129,"attrs":1106},{"color":773},{"type":852,"content":1108},[1109],{"type":18,"attrs":1110,"content":1111},{"textAlign":34},[1112,1118],{"text":1113,"type":22,"marks":1114},"Advisor-led, customized investment management:",[1115,1117],{"type":129,"attrs":1116},{"color":773},{"type":38},{"text":1119,"type":22,"marks":1120}," Clients work directly with dedicated advisors who provide ongoing, goals-based portfolio management and financial planning, with investment strategies tailored to individual needs rather than standardized or model-driven approaches.",[1121],{"type":129,"attrs":1122},{"color":773},{"type":852,"content":1124},[1125],{"type":18,"attrs":1126,"content":1127},{"textAlign":34},[1128,1134],{"text":1129,"type":22,"marks":1130},"Broad investment toolkit, including alternatives: ",[1131,1133],{"type":129,"attrs":1132},{"color":773},{"type":38},{"text":1135,"type":22,"marks":1136},"Portfolios may incorporate equity, income, and alternative investments, enabling diversified approaches beyond traditional stocks and bonds.",[1137],{"type":129,"attrs":1138},{"color":773},{"type":852,"content":1140},[1141],{"type":18,"attrs":1142,"content":1143},{"textAlign":34},[1144,1150],{"text":1145,"type":22,"marks":1146},"Integrated financial planning: ",[1147,1149],{"type":129,"attrs":1148},{"color":773},{"type":38},{"text":1151,"type":22,"marks":1152},"Investment management is combined with planning support across areas such as retirement, tax, and estate planning.",[1153],{"type":129,"attrs":1154},{"color":773},{"type":852,"content":1156},[1157],{"type":18,"attrs":1158,"content":1159},{"textAlign":34},[1160,1166],{"text":1161,"type":22,"marks":1162},"Established firm with long operating history:",[1163,1165],{"type":129,"attrs":1164},{"color":773},{"type":38},{"text":1167,"type":22,"marks":1168}," The firm, which has been operating for more than 50 years as a registered investment advisor, may provide reassurance to clients seeking continuity and experience.",[1169],{"type":129,"attrs":1170},{"color":773},{"type":18,"attrs":1172,"content":1173},{"textAlign":34},[1174],{"text":1175,"type":22,"marks":1176},"Cons of MAI Capital Management:",[1177,1179],{"type":129,"attrs":1178},{"color":773},{"type":38},{"type":849,"content":1181},[1182,1198,1214,1230],{"type":852,"content":1183},[1184],{"type":18,"attrs":1185,"content":1186},{"textAlign":34},[1187,1193],{"text":1188,"type":22,"marks":1189},"Minimum account size applies: ",[1190,1192],{"type":129,"attrs":1191},{"color":773},{"type":38},{"text":1194,"type":22,"marks":1195},"MAI suggests a minimum of $500,000 to establish an investment management account, which may limit accessibility for investors with smaller portfolios.",[1196],{"type":129,"attrs":1197},{"color":773},{"type":852,"content":1199},[1200],{"type":18,"attrs":1201,"content":1202},{"textAlign":34},[1203,1209],{"text":1204,"type":22,"marks":1205},"Fee structure may be less straightforward to estimate upfront:",[1206,1208],{"type":129,"attrs":1207},{"color":773},{"type":38},{"text":1210,"type":22,"marks":1211}," While MAI primarily uses an ongoing asset-based advisory fee, total client costs can vary depending on the scope of services and the involvement of third-party fees, making overall expenses harder to predict in advance.",[1212],{"type":129,"attrs":1213},{"color":773},{"type":852,"content":1215},[1216],{"type":18,"attrs":1217,"content":1218},{"textAlign":34},[1219,1225],{"text":1220,"type":22,"marks":1221},"Not designed for self-directed investors:",[1222,1224],{"type":129,"attrs":1223},{"color":773},{"type":38},{"text":1226,"type":22,"marks":1227}," The service does not operate as a robo-advisor or self-managed investment platform and may not appeal to investors who prefer direct control over investment decisions.",[1228],{"type":129,"attrs":1229},{"color":773},{"type":852,"content":1231},[1232],{"type":18,"attrs":1233,"content":1234},{"textAlign":34},[1235,1241],{"text":1236,"type":22,"marks":1237},"Ongoing advisory costs: ",[1238,1240],{"type":129,"attrs":1239},{"color":773},{"type":38},{"text":1242,"type":22,"marks":1243},"Asset-based, ongoing fees may be less appealing to investors who prioritize low-cost or short-term advisory arrangements.",[1244],{"type":129,"attrs":1245},{"color":773},{"type":764,"attrs":1247,"content":1248},{"level":766,"textAlign":34},[1249],{"text":1250,"type":22,"marks":1251},"MAI Capital Management fees: How much does MAI Capital Management cost?",[1252,1254],{"type":129,"attrs":1253},{"color":773},{"type":38},{"type":18,"attrs":1256,"content":1257},{"textAlign":34},[1258],{"text":1259,"type":22,"marks":1260},"MAI Capital Management primarily charges an ongoing asset-based advisory fee. ",[1261],{"type":129,"attrs":1262},{"color":773},{"type":18,"attrs":1264,"content":1265},{"textAlign":34},[1266],{"text":1267,"type":22,"marks":1268},"Fees are generally negotiated on a client-by-client basis and may be structured as a percentage of AUM, an annual retainer, or a combination of both, depending on the scope and complexity of services provided. ",[1269],{"type":129,"attrs":1270},{"color":773},{"type":18,"attrs":1272,"content":1273},{"textAlign":34},[1274],{"text":1275,"type":22,"marks":1276},"For clients receiving discretionary or non-discretionary portfolio management, MAI commonly applies a tiered AUM fee schedule, with lower marginal rates applied as assets increase. ",[1277],{"type":129,"attrs":1278},{"color":773},{"type":18,"attrs":1280,"content":1281},{"textAlign":34},[1282],{"text":1283,"type":22,"marks":1284},"Fees are usually billed quarterly, either in advance or in arrears, and are detailed in each client’s advisory agreement.",[1285],{"type":129,"attrs":1286},{"color":773},{"type":18,"attrs":1288,"content":1289},{"textAlign":34},[1290],{"text":1291,"type":22,"marks":1292},"Here is a breakdown of the fees charged by MAI Capital Management. ",[1293],{"type":129,"attrs":1294},{"color":773},{"type":18,"attrs":1296,"content":1297},{"textAlign":34},[1298],{"text":1299,"type":22,"marks":1300},"Investment management fee schedule",[1301,1303],{"type":129,"attrs":1302},{"color":773},{"type":38},"article-rich-text",{"_uid":1306,"caption":12,"content":1307,"component":1325,"show_search":543,"paste_content":1326,"number_of_rows":1348,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"a5c051fb-0559-4fc5-ab19-e9b4bbef4936",{"tbody":1308,"thead":1318,"fieldtype":1324},[1309],{"_uid":1310,"body":1311,"component":1317},"836d5d23-32d4-4e8d-8186-1c287321c359",[1312,1315],{"_uid":1313,"value":12,"component":1314},"90da0fe2-04e0-422c-957e-7faa9c22fa01","_table_col",{"_uid":1316,"value":12,"component":1314},"b6ffd019-29a9-4843-aaf9-c7ac7d12a648","_table_row",[1319,1322],{"_uid":1320,"value":12,"component":1321},"25a88aa8-0cc0-4328-bf33-e28be87b1c2e","_table_head",{"_uid":1323,"value":12,"component":1321},"3a6ff320-265b-413c-a4ba-fbb8d1eed6e8","table","article-table",{"type":15,"content":1327},[1328,1333,1338,1343],{"type":18,"attrs":1329,"content":1330},{"textAlign":34},[1331],{"text":1332,"type":22},"Assets under management\tAnnual advisory fee",{"type":18,"attrs":1334,"content":1335},{"textAlign":34},[1336],{"text":1337,"type":22},"First $5 million\t1.00%",{"type":18,"attrs":1339,"content":1340},{"textAlign":34},[1341],{"text":1342,"type":22},"Next $5 million\t0.90%",{"type":18,"attrs":1344,"content":1345},{"textAlign":34},[1346],{"text":1347,"type":22},"Over $10 million\t0.80%","10",{"_uid":1350,"data":1351,"component":1304},"e773fd43-7511-4fa9-b2d1-33af19c578fe",{"type":15,"content":1352},[1353,1362,1428,1437,1445],{"type":18,"attrs":1354,"content":1355},{"textAlign":34},[1356],{"text":1357,"type":22,"marks":1358},"Additional fee:",[1359,1361],{"type":129,"attrs":1360},{"color":773},{"type":38},{"type":849,"content":1363},[1364,1380,1396,1412],{"type":852,"content":1365},[1366],{"type":18,"attrs":1367,"content":1368},{"textAlign":34},[1369,1375],{"text":1370,"type":22,"marks":1371},"Third-party expenses: ",[1372,1374],{"type":129,"attrs":1373},{"color":773},{"type":38},{"text":1376,"type":22,"marks":1377},"Custodian fees, brokerage commissions, margin interest, and transaction-related charges are not included in MAI’s advisory fees. ",[1378],{"type":129,"attrs":1379},{"color":773},{"type":852,"content":1381},[1382],{"type":18,"attrs":1383,"content":1384},{"textAlign":34},[1385,1391],{"text":1386,"type":22,"marks":1387},"Investment product expenses: ",[1388,1390],{"type":129,"attrs":1389},{"color":773},{"type":38},{"text":1392,"type":22,"marks":1393},"Mutual funds, ETFs, private funds, and alternative investments held in client portfolios carry their own internal expenses, which are paid in addition to MAI’s fees. ",[1394],{"type":129,"attrs":1395},{"color":773},{"type":852,"content":1397},[1398],{"type":18,"attrs":1399,"content":1400},{"textAlign":34},[1401,1407],{"text":1402,"type":22,"marks":1403},"Wrap fee programs:",[1404,1406],{"type":129,"attrs":1405},{"color":773},{"type":38},{"text":1408,"type":22,"marks":1409}," A limited number of clients participate in wrap fee programs arranged with brokers, where paying both MAI’s advisory fee and the sponsor’s wrap fee increases overall costs. ",[1410],{"type":129,"attrs":1411},{"color":773},{"type":852,"content":1413},[1414],{"type":18,"attrs":1415,"content":1416},{"textAlign":34},[1417,1423],{"text":1418,"type":22,"marks":1419},"Trust and specialized services: ",[1420,1422],{"type":129,"attrs":1421},{"color":773},{"type":38},{"text":1424,"type":22,"marks":1425},"Trust administrative services and certain non-advisory services may be billed separately under distinct fee arrangements.",[1426],{"type":129,"attrs":1427},{"color":773},{"type":764,"attrs":1429,"content":1430},{"level":766,"textAlign":34},[1431],{"text":1432,"type":22,"marks":1433},"What is MAI Capital Management’s minimum account size?",[1434,1436],{"type":129,"attrs":1435},{"color":773},{"type":38},{"type":18,"attrs":1438,"content":1439},{"textAlign":34},[1440],{"text":1441,"type":22,"marks":1442},"MAI Capital Management suggests a minimum of $500,000 to establish an investment management account. This figure represents a stated guideline rather than an absolute requirement, and it may accept accounts below this level in certain circumstances, particularly for clients engaging in broader wealth management relationships. ",[1443],{"type":129,"attrs":1444},{"color":773},{"type":18,"attrs":1446,"content":1447},{"textAlign":34},[1448],{"text":1449,"type":22,"marks":1450},"In addition to account-level minimums, MAI outlines suggested financial thresholds for clients seeking full-service wealth management and investment management services. ",[1451],{"type":129,"attrs":1452},{"color":773},{"_uid":1454,"caption":12,"content":1455,"component":1325,"show_search":543,"paste_content":1469,"number_of_rows":1348,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"0d0b5a74-b01f-49ec-9aed-06ac09d545f9",{"tbody":1456,"thead":1464,"fieldtype":1324},[1457],{"_uid":1458,"body":1459,"component":1317},"6e367d6c-3186-44c9-b402-a2e9a273bef9",[1460,1462],{"_uid":1461,"value":12,"component":1314},"e05dddc9-4953-414e-b13d-796b64a590ea",{"_uid":1463,"value":12,"component":1314},"883a1d35-bbcf-4c3e-92b5-111172ec6205",[1465,1467],{"_uid":1466,"value":12,"component":1321},"fc306e00-95f5-4366-85b7-44bc9dbf063e",{"_uid":1468,"value":12,"component":1321},"daf08b62-11c7-4cf9-95cb-9b0a9aa5b67e",{"type":15,"content":1470},[1471,1476,1481,1486],{"type":18,"attrs":1472,"content":1473},{"textAlign":34},[1474],{"text":1475,"type":22},"Category\tMinimum guideline",{"type":18,"attrs":1477,"content":1478},{"textAlign":34},[1479],{"text":1480,"type":22},"Investment management account\t$500,000",{"type":18,"attrs":1482,"content":1483},{"textAlign":34},[1484],{"text":1485,"type":22},"Net worth for full-service wealth management\t$1,000,000",{"type":18,"attrs":1487,"content":1488},{"textAlign":34},[1489],{"text":1490,"type":22},"Current annual income for full-service wealth management\t$150,000",{"_uid":1492,"data":1493,"component":1304},"19d56e7f-a614-4d44-b69b-6e0b6e93a96d",{"type":15,"content":1494},[1495,1504,1512,1520,1602,1610,1692,1701,1709,1717,1725,1733,1815,1824,1832,1840,1848,1857,1865,1873,1881,1889,1939,1948,1956,1964,1972,1980,1988,1997],{"type":764,"attrs":1496,"content":1497},{"level":766,"textAlign":34},[1498],{"text":1499,"type":22,"marks":1500},"Who should choose MAI Capital Management?",[1501,1503],{"type":129,"attrs":1502},{"color":773},{"type":38},{"type":18,"attrs":1505,"content":1506},{"textAlign":34},[1507],{"text":1508,"type":22,"marks":1509},"MAI Capital Management is designed for investors who value personalized advice, ongoing portfolio management, and are comfortable with higher account minimums, rather than those looking for a broadly accessible or automated investing platform.",[1510],{"type":129,"attrs":1511},{"color":773},{"type":18,"attrs":1513,"content":1514},{"textAlign":34},[1515],{"text":1516,"type":22,"marks":1517},"MAI Capital Management works well for:",[1518],{"type":129,"attrs":1519},{"color":773},{"type":849,"content":1521},[1522,1538,1554,1570,1586],{"type":852,"content":1523},[1524],{"type":18,"attrs":1525,"content":1526},{"textAlign":34},[1527,1533],{"text":1528,"type":22,"marks":1529},"High net worth individuals and families: ",[1530,1532],{"type":129,"attrs":1531},{"color":773},{"type":38},{"text":1534,"type":22,"marks":1535},"Investors who meet MAI’s suggested minimums and are looking for full-service wealth management rather than standalone investment advice.",[1536],{"type":129,"attrs":1537},{"color":773},{"type":852,"content":1539},[1540],{"type":18,"attrs":1541,"content":1542},{"textAlign":34},[1543,1549],{"text":1544,"type":22,"marks":1545},"Clients with complex financial needs: ",[1546,1548],{"type":129,"attrs":1547},{"color":773},{"type":38},{"text":1550,"type":22,"marks":1551},"Individuals whose situations involve multiple planning considerations, such as retirement income, tax planning support, estate planning coordination, or business-related finances.",[1552],{"type":129,"attrs":1553},{"color":773},{"type":852,"content":1555},[1556],{"type":18,"attrs":1557,"content":1558},{"textAlign":34},[1559,1565],{"text":1560,"type":22,"marks":1561},"Professionals, executives, and business owners: ",[1562,1564],{"type":129,"attrs":1563},{"color":773},{"type":38},{"text":1566,"type":22,"marks":1567},"Clients with higher incomes and evolving financial needs who prefer working with a dedicated advisor over time.",[1568],{"type":129,"attrs":1569},{"color":773},{"type":852,"content":1571},[1572],{"type":18,"attrs":1573,"content":1574},{"textAlign":34},[1575,1581],{"text":1576,"type":22,"marks":1577},"Athletes, entertainers, and family office-style clients: ",[1578,1580],{"type":129,"attrs":1579},{"color":773},{"type":38},{"text":1582,"type":22,"marks":1583},"Investors whose financial lives may involve irregular income, concentrated wealth, or specialized planning requirements.",[1584],{"type":129,"attrs":1585},{"color":773},{"type":852,"content":1587},[1588],{"type":18,"attrs":1589,"content":1590},{"textAlign":34},[1591,1597],{"text":1592,"type":22,"marks":1593},"Investors who prefer relationship-based advice: ",[1594,1596],{"type":129,"attrs":1595},{"color":773},{"type":38},{"text":1598,"type":22,"marks":1599},"Those who value discretionary portfolio management and ongoing advisor involvement rather than managing investments themselves.",[1600],{"type":129,"attrs":1601},{"color":773},{"type":18,"attrs":1603,"content":1604},{"textAlign":34},[1605],{"text":1606,"type":22,"marks":1607},"Who might not benefit as much:",[1608],{"type":129,"attrs":1609},{"color":773},{"type":849,"content":1611},[1612,1628,1644,1660,1676],{"type":852,"content":1613},[1614],{"type":18,"attrs":1615,"content":1616},{"textAlign":34},[1617,1623],{"text":1618,"type":22,"marks":1619},"Investors with smaller portfolios: ",[1620,1622],{"type":129,"attrs":1621},{"color":773},{"type":38},{"text":1624,"type":22,"marks":1625},"MAI suggests a minimum of $500,000 to establish an investment management account, which may limit accessibility for some investors.",[1626],{"type":129,"attrs":1627},{"color":773},{"type":852,"content":1629},[1630],{"type":18,"attrs":1631,"content":1632},{"textAlign":34},[1633,1639],{"text":1634,"type":22,"marks":1635},"Self-directed or digital-first investors: ",[1636,1638],{"type":129,"attrs":1637},{"color":773},{"type":38},{"text":1640,"type":22,"marks":1641},"The service is not designed for investors who want to trade securities themselves or rely primarily on app-based investing tools.",[1642],{"type":129,"attrs":1643},{"color":773},{"type":852,"content":1645},[1646],{"type":18,"attrs":1647,"content":1648},{"textAlign":34},[1649,1655],{"text":1650,"type":22,"marks":1651},"Investors seeking direct control over portfolio decisions: ",[1652,1654],{"type":129,"attrs":1653},{"color":773},{"type":38},{"text":1656,"type":22,"marks":1657},"MAI primarily manages portfolios on a discretionary basis, which may not suit investors who want to approve individual trades, actively select securities themselves, or make frequent tactical changes to their portfolios",[1658],{"type":129,"attrs":1659},{"color":773},{"type":852,"content":1661},[1662],{"type":18,"attrs":1663,"content":1664},{"textAlign":34},[1665,1671],{"text":1666,"type":22,"marks":1667},"Cost-focused investors seeking simple pricing:",[1668,1670],{"type":129,"attrs":1669},{"color":773},{"type":38},{"text":1672,"type":22,"marks":1673}," Fees are typically asset-based and ongoing, and total costs may be less predictable upfront compared with flat-fee or automated platforms.",[1674],{"type":129,"attrs":1675},{"color":773},{"type":852,"content":1677},[1678],{"type":18,"attrs":1679,"content":1680},{"textAlign":34},[1681,1687],{"text":1682,"type":22,"marks":1683},"Investors seeking one-time or limited-scope advice: ",[1684,1686],{"type":129,"attrs":1685},{"color":773},{"type":38},{"text":1688,"type":22,"marks":1689},"Those looking for a single financial plan or short-term engagement may find MAI’s ongoing advisory model more than they need.",[1690],{"type":129,"attrs":1691},{"color":773},{"type":764,"attrs":1693,"content":1694},{"level":766,"textAlign":34},[1695],{"text":1696,"type":22,"marks":1697},"MAI Capital Management: Is it secure?",[1698,1700],{"type":129,"attrs":1699},{"color":773},{"type":38},{"type":18,"attrs":1702,"content":1703},{"textAlign":34},[1704],{"text":1705,"type":22,"marks":1706},"MAI operates as an SEC-registered investment advisor and does not take physical custody of client assets. ",[1707],{"type":129,"attrs":1708},{"color":773},{"type":18,"attrs":1710,"content":1711},{"textAlign":34},[1712],{"text":1713,"type":22,"marks":1714},"Client funds and securities are held with independent, qualified custodians rather than by MAI itself, thereby reducing the risk of asset misuse. ",[1715],{"type":129,"attrs":1716},{"color":773},{"type":18,"attrs":1718,"content":1719},{"textAlign":34},[1720],{"text":1721,"type":22,"marks":1722},"Clients receive regular account statements directly from their custodians, allowing them to verify balances, transactions, and advisory fee deductions independently.",[1723],{"type":129,"attrs":1724},{"color":773},{"type":18,"attrs":1726,"content":1727},{"textAlign":34},[1728],{"text":1729,"type":22,"marks":1730},"MAI also renders several specific data protection and privacy safeguards designed to protect client information:",[1731],{"type":129,"attrs":1732},{"color":773},{"type":849,"content":1734},[1735,1751,1767,1783,1799],{"type":852,"content":1736},[1737],{"type":18,"attrs":1738,"content":1739},{"textAlign":34},[1740,1746],{"text":1741,"type":22,"marks":1742},"Administrative safeguards: ",[1743,1745],{"type":129,"attrs":1744},{"color":773},{"type":38},{"text":1747,"type":22,"marks":1748},"Client information is accessible only to employees and service providers who need it to perform their roles.",[1749],{"type":129,"attrs":1750},{"color":773},{"type":852,"content":1752},[1753],{"type":18,"attrs":1754,"content":1755},{"textAlign":34},[1756,1762],{"text":1757,"type":22,"marks":1758},"Technical safeguards: ",[1759,1761],{"type":129,"attrs":1760},{"color":773},{"type":38},{"text":1763,"type":22,"marks":1764},"Systems used to store or transmit client data are protected by security measures intended to prevent unauthorized access or misuse.",[1765],{"type":129,"attrs":1766},{"color":773},{"type":852,"content":1768},[1769],{"type":18,"attrs":1770,"content":1771},{"textAlign":34},[1772,1778],{"text":1773,"type":22,"marks":1774},"Physical safeguards: ",[1775,1777],{"type":129,"attrs":1776},{"color":773},{"type":38},{"text":1779,"type":22,"marks":1780},"Physical controls are in place to limit access to facilities, systems, and records containing sensitive information.",[1781],{"type":129,"attrs":1782},{"color":773},{"type":852,"content":1784},[1785],{"type":18,"attrs":1786,"content":1787},{"textAlign":34},[1788,1794],{"text":1789,"type":22,"marks":1790},"Third-party safeguards: ",[1791,1793],{"type":129,"attrs":1792},{"color":773},{"type":38},{"text":1795,"type":22,"marks":1796},"Service providers with access to client information must maintain appropriate confidentiality and security standards.",[1797],{"type":129,"attrs":1798},{"color":773},{"type":852,"content":1800},[1801],{"type":18,"attrs":1802,"content":1803},{"textAlign":34},[1804,1810],{"text":1805,"type":22,"marks":1806},"Data use limitations: ",[1807,1809],{"type":129,"attrs":1808},{"color":773},{"type":38},{"text":1811,"type":22,"marks":1812},"Client information is used only for business-related purposes and is not sold to third parties.",[1813],{"type":129,"attrs":1814},{"color":773},{"type":764,"attrs":1816,"content":1817},{"level":766,"textAlign":34},[1818],{"text":1819,"type":22,"marks":1820},"MAI Capital Management: Customer service",[1821,1823],{"type":129,"attrs":1822},{"color":773},{"type":38},{"type":18,"attrs":1825,"content":1826},{"textAlign":34},[1827],{"text":1828,"type":22,"marks":1829},"MAI Capital Management provides customer service through a relationship-based, advisor-led model, rather than through automated support systems.",[1830],{"type":129,"attrs":1831},{"color":773},{"type":18,"attrs":1833,"content":1834},{"textAlign":34},[1835],{"text":1836,"type":22,"marks":1837},"Clients typically interact directly with their assigned advisor and advisory team, who serve as the primary point of contact for investment management, financial planning, and account-related 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She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This MAI Capital Management review examines the firm’s advisor-led wealth management services and its overall client approach.",[],"mai-capital-management-reviews","discover/financial-advice/mai-capital-management-reviews",-5600,[],365590167,"436f7d0f-f715-4131-99b9-ff611b96e090","2026-02-25T10:54:49.750Z",[],{"left":727,"top":727,"width":2127,"height":2127,"rotate":727,"vFlip":543,"hFlip":543,"body":2128},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[2130,2133,2134],{"title":2131,"exact":558,"href":2132},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2135,"disabled":558},"/discover/financial-advice/mai-capital-management-reviews",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2137},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1775291174291]