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Credentials
Series 66
Experience Industry experience
4 years
Location
Jefferson, AL
MAI Capital Management, LLC
Enterprise
Christopher Thomason is a Series 66-licensed financial advisor with four years of industry experience. He is currently with MAI Capital Management, LLC and previously worked with Northwestern Mutual Wealth Management Company. Outside of his advisory role, Thomason is involved with the YMCA as a health coach, trainer, and greeter. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth planning, retirement consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into client relationships.
Based on MAI Capital Management, LLC
Based on MAI Capital Management, LLC
Flat fees or retainers for financial planning, tax, bill-pay, and other wealth management services; amounts are negotiable and depend on scope and complexity.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: 0.80%
Commission fees are paid for insurance products sold by affiliated insurance brokers separate from advisory fees.
Hourly rates are offered but specific amounts are not clearly stated in the brochure.
Performance-based fees charged for certain private funds listed under Item 6; specific rates not disclosed.
Annual retainers (subscription fees) offered for wealth management services; negotiable based on services and complexity.
Account minimum: $500,000
Jefferson, AL
Jefferson AL
Advisors at this office
1
Alabama · Virginia
4 years of industry experience
MAI Capital Management, LLC
2026 - Present • 1 year
Cleveland, OH
Northwestern Mutual Wealth Management Company
2023 - 2026 • 3 years
Milwaukee, WI
Nicholas Gardner
2022 - 2026 • 4 years
Hoover, AL
Northwestern Mutual Investment Services LLC
2022 - 2026 • 4 years
Hoover, AL
Unemployed
2022 - 2022 • 1 year
Helena, AL
Ameriprise Financial
2022 - 2022 • 1 year
Birmingham, AL
Ernst and Young
2022 - 2022 • 1 year
Helena, AL
Ymca
2022 - 2026 • 4 years
Pelham, AL
Unemployed
2022 - 2022 • 1 year
Helena, AL
AirMed International Robert Half
2022 - 2022 • 1 year
Birmingham, AL
Community Bank
2021 - 2022 • 1 year
Brandon, MS
Clarity Partners LLC
2021 - 2021 • 1 year
Chicago, IL
Federal Deposit Insurance Corporation
2020 - 2021 • 1 year
Downers Grove, IL
Unemployed
2020 - 2020 • 1 year
Helena, AL
Student
2012 - 2019 • 7 years
Helena, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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