Joseph
Mclean
Mai Capital Management, LLC
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About this Advisor
Joseph Mclean is a financial advisor based in San Ramon, California, working with Mai Capital Management, LLC. Joseph has previously held positions at Intersect Capital LLC Fka Financial Horizons Wealth Building, Intersect Capital Insurance Services, LLC, and Mai Capital Management LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Joseph is part of Mai Capital Management, LLC, which operates out of San Ramon, California. The firm has 26 offices and 331 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mai Capital Management, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$19,711,015,200
331
26,826
$734,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joseph Mclean Work History
Mai Capital Management LLC
Intersect Capital Insurance Services, LLC
Intersect Capital LLC Fka Financial Horizons Wealth Building
Disclosures
Please visit the SEC profile of Joseph Mclean to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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