SL
CFP
SL
CFP

Scott Laduke

20 Years of Experience
Grand Blanc, MI
1 Disclosure

Scott Laduke is a CFP-designated registered investment advisor at Mainstay Capital Management, LLC, based in Grand Blanc, MI, with 20 years of industry experience. Scott 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
3,454 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Minimum Annual Fee:$1,120
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.50%
$200K - $500K1.00%
$500K - $1.0M0.70%
$1.0M - $5.0M0.50%
$5.0M - $20.0M0.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10775 S. Saginaw Street, Building C, Suite F, Grand Blanc, MI, 48439

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History

Regulatory History (1)
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Customer Dispute
October 2008
Closed-No Action
Other Business Activities

Scott is the Secretary/Treasurer of West Wind Resort Co-Owners Association, a non-profit property association. His duties include collecting dues, paying bills, and providing quarterly reports.

Employment History
Current Registrations
Mainstay Capital Management, LLC
May 2006 - Present · 20 yrs 5 mos
State Registrations3 states
FLMITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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