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Advisors / Ohio / Cleveland
2yrs

Chandler Vegel

Financial advisor at MAI Capital Management

Chandler Vegel is a financial advisor in Cleveland, Ohio, with 2 years in the industry. Chandler joined MAI Capital Management in 2024, a firm offering financial planning, investment management, and private fund management. Chandler holds the CFP® designation.

One of 652 advisors with offices in Cleveland.

Cleveland, OH 44131CFP®
Call the officeDirections

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.18 million
Advisors at the firm309
States licensed ?1 state

Services through MAI Capital Management

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. Nov 2024 – now

Questions to ask Chandler

Tailored to Chandler’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Chandler

How do I contact Chandler?

Call MAI Capital Management at (216) 920-4800 and ask for Chandler Vegel. Chandler works from the Cleveland, OH office.

How long has Chandler been a financial advisor?

Chandler has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Chandler hold?

No exams are listed on the official record.

Is Chandler a fiduciary?

Chandler is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Chandler paid?

MAI Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Chandler for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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