Timothy
O'Shei
Mai Capital Management, LLC
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About this Advisor
Timothy O'Shei is a financial advisor based in Independence, Ohio, working with Mai Capital Management, LLC. Timothy has previously held positions at Financial Engines Advisors L.L.C, Brown & Brown Insurance, Treloar & Heisel Wealth Management, Mai Capital Management, LLC, Wcg Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Pennsylvania. Currently, Timothy is part of Mai Capital Management, LLC, which operates out of Independence, Ohio. 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
Timothy O'Shei Work History
Mai Capital Management, LLC
Treloar & Heisel Wealth Management
Wcg Wealth Advisors, LLC
Ameriprise Financial Services, Inc
Financial Engines Advisors L.L.C
Brown & Brown Insurance
Disclosures
Please visit the SEC profile of Timothy O'Shei 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
Independence, OH
Dublin, CA
Santa Rosa, CA
Cincinnati, OH
Independence, OH
Bay Village, OH
San Ramon, CA
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