Bert
May
Mai Capital Management, LLC
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About this Advisor
Bert May is a financial advisor based in Charlotte, North Carolina, working with Mai Capital Management, LLC. Bert has previously held positions at Solamere Advisors, Learfield Communications, Inc, and The Leaders Group. Bert has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Bert is part of Mai Capital Management, LLC, which operates out of Charlotte, North Carolina. 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
Bert May Work History
The Leaders Group
Learfield Communications, Inc
Solamere Advisors
Disclosures
Please visit the SEC profile of Bert May to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mai Capital Management, LLC
Bay Village, OH
Dublin, CA
Ponte Vedra Beach, FL
Cincinnati, OH
Charlotte, NC
Mckinney, TX
New York, NY
Cleveland, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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