Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: MAI Capital Management discloses a tiered schedule starting at 1.00% in its Form ADV, Part 2A Brochure (June 30, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV, Part 2A Brochure (June 30, 2026): “While the fees vary, the established fee for investment management services is charged based on a percentage of the client’s assets under management (“AUM”) per the following schedule: Investment Management AUM Annual Fee Rate Blended Asset Allocation First $5MM 1.00% Next $5MM 0.90% Over $10MM 0.80%”
Note: CRD 109807 independently re-verified ACTIVE/isSECRegistered=Y, effective 10/2/2000. Page 16 of the brochure publishes a specific dollar-tiered percentage table (‘Blended Asset Allocation’), the only AUM-based percentage table in the 71-page document, introduced as MAI’s established schedule.
- First $5MM: 1.00%
- Next $5MM: 0.90%
- Over $10MM: 0.80%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
MAI’s ‘Blended Asset Allocation’ schedule (1.00% first $5,000,000, marginal) is the only AUM-based percentage table in the brochure; all four benchmark balances fall within the first bracket. No dollar-denominated minimum annual fee is stated.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, MAI Capital Management’s own published rate runs $5,000 a year.
Comparing MAI Capital Management against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV, Part 2A Brochure (June 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050494
- SEC Investment Adviser Public Disclosure, MAI Capital Management, LLC (CRD #109807): https://adviserinfo.sec.gov/firm/summary/109807
- MAI Capital Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/109807/PDF/109807.pdf
Methodology. This page was built September 28, 2026, drawing on MAI Capital Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving MAI Capital Management instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full MAI Capital Management review.
Is MAI Capital Management a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See MAI Capital Management’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing MAI Capital Management against other options? See MAI Capital Management alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.