William Berlin
William Berlin is a registered investment advisor at Mainstay Capital Management, LLC, based in Grand Blanc, MI, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 3,381 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mainstay Capital Management offers two investment management services with different fee structures:
- Mainstay 401(k) Portfolio Management: This service is for specific 401(k) and 457 plans, including those for General Motors, Ford, Stellantis, and the State of Michigan.
- Mainstay Wealth Management: This service is for IRAs, annuities, and non-retirement accounts.
Fees are based on a percentage of the assets managed and are charged quarterly. There are minimum quarterly fees for smaller accounts. Fees may be negotiable based on account size or other factors.
Location
10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI, 48439
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2017Customer Dispute
August 2008Employment History
Current Registrations
Mainstay Capital Management, LLC
Previous Registrations
Mainstay Capital Management, LLC
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State Registrations1 state
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