Joseph
Palko
Mai Capital Management, LLC
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About this Advisor
Joseph Palko is a certified financial planner based out of Independence, Ohio, who has 1 year of relevant experience. Palko is on the advisory team at Mai Capital Management, LLC. Throughout their career, Palko has worked at Mcdonald Partners LLC and Mai Capital Management, LLC. Palko maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Mai Capital Management, LLC is an advisory company based in Independence, OH. The firm has offices in 20 locations and a total of 331 employees. It oversees $16 billion in assets between its 23,704 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 45 charitable organizations. Of its 23,704 customer accounts, 43% are held by high-net-worth clients who have greater than $1 million in assets. Mai Capital Management, LLC 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. Fees charged by financial advisors usually are based on which service is offered. Fees billed by Mai Capital Management, LLC likely are comprised of some 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
Joseph Palko Work History
Joseph has been registered as a financial advisor for 1 years.*
Mai Capital Management, LLC
Mcdonald Partners LLC
*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 Joseph Palko 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
Cincinnati, OH
Rockville, MD
Ponte Vedra Beach, FL
Reston, VA
Independence, OH
Dublin, CA
Independence, OH
Little Rock, AR
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
