Patrick Rice is a CFA, CFP-designated registered investment advisor at Mainstay Capital Management, LLC, based in Troy, MI, with 18 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,454 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Rates shown are for Mainstay Wealth Management. The firm also maintains a separate schedule for 401(k) portfolio management ranging from 1.00% to 0.15%. Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Location
100 E. Big Beaver Road, Suite 103, Troy, MI, 48083
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mainstay Capital Management, LLC
Previous Registrations
Tillar-Wenstrup Advisors, LLC
State Registrations1 state
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Exams
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