David Kudla is a registered investment advisor at Mainstay Capital Management, LLC, based in Naples, FL, with 15 years of industry experience. David 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
999 Vanderbilt Beach Road, Suite 200, Naples, FL, 34108
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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.
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David is the President and Executive Editor of FIA Publishing, LLC, a not-for-profit organization that publishes investment newsletters. He spends about 10% of his time on these activities.
Employment History
Current Registrations
Mainstay Capital Management, LLC
State Registrations2 states
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