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Katherine Jean Perkner

MAI Capital Management, LLC

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About Katherine Jean Perkner

Katherine Perkner is a financial advisor at MAI Capital Management, LLC in Ponte Vedra Beach, Florida. Katherine has been working in the financial services industry since 2018, and is a licensed Investment Advisor Representative in Florida. Prior to joining MAI Capital Management, LLC, Katherine worked at Principal Securities, Inc. and Morgan Stanley. Katherine holds the Series 66, Series 7 and SIE licenses.

Firm Information

Katherine Perkner is currently registered with MAI Capital Management, LLC. MAI Capital Management, LLC is an investment advisor headquartered in Cleveland, Ohio. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. MAI Capital Management manages approximately $19.71 billion in assets for a diverse clientele, including individuals, corporations, charitable organizations, and pension plans.
MAI Capital Management, LLC

6050 OAK TREE BLVD

CLEVELAND, OH 44131

$19.71B

Assets Under Management

160

Total Clients

188

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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due diligence/research

Due diligence/research

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of non-investment income

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Katherine Perkner’s Registration & Firm History

FL

01/03/2023 - Present

MAI Capital Management, LLC (Ponte Vedra Beach FL)

FL

01/06/2022 - 10/05/2022

PRINCIPAL SECURITIES, INC. (Jacksonville FL)

FL

08/20/2018 - 09/15/2021

MORGAN STANLEY (ORMOND BEACH FL)

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Licenses & Designations

BOTH

Issued 09/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Jean Perkner.
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