SL
CFP
SL
CFP

Scott Laduke

19 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 19 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 3,381 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
3,381 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$200K

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.

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Location

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

Get directions

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 · 19 yrs 11 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.