Bradley
Norton
Mai Capital Management, LLC
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About this Advisor
Bradley Norton is a chartered financial analyst based in Independence, Ohio who has 1 year of industry experience. Norton works at Mai Capital Management, LLC. Over the course of their career, they have held roles at Mai Capital Management LLC, Victory Capital Management and Winfield Associates. Norton is able to serve investors in Ohio. Mai Capital Management, LLC is a company that has its headquarters in Independence, OH. The company has offices in 20 locations and a total of 331 advisors. It administers $16 billion in assets under management across its 23,704 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 45 charities and foundations. Of its 23,704 client accounts, 43% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a number of services, including 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. Financial management fees largely vary depending on which services the firm provides the client. Fee types charged by Mai Capital Management, LLC can include any blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$15,773,426,777
331
23,704
$665,433
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
Bradley Norton Work History
Bradley has been registered as a financial advisor for 1 years.*
Mai Capital Management LLC
Winfield Associates
Victory Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Norton 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
Independence, OH
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Dublin, CA
Ponte Vedra Beach, FL
Little Rock, AR
Reston, VA
Rockville, MD
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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