Unclaimed
Alexander Spiller is a financial advisor at MAI Capital Management, LLC. Alexander has been in the financial industry since January 2015 and is registered as an Investment Advisor Representative in Arkansas, Colorado, Michigan, Nevada, New Mexico, Oklahoma, Pennsylvania, and Texas. Alexander is also a Certified Financial Planner. Alexander's primary office is located in Cleveland, Ohio, and Alexander is also registered with the firm in Houston, Texas. Alexander works with a wide variety of clients, including individuals, families, corporations, trusts, and non-profit organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
08/15/2024 - Present
MAI Capital Management, LLC (CLEVELAND OH)
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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