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AB
CFP
AB
CFP

Anthony Bagneschi

Mainstay Capital Management, LLC
16 Years of Experience
Grand Blanc, MI
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Anthony Bagneschi is a CFP-designated registered investment advisor at Mainstay Capital Management, LLC, based in Grand Blanc, MI, with 16 years of industry experience. Anthony 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.

Mainstay Capital Management, LLC
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
—
View Full SEC Brochure

Location

10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI, 48439

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is an insurance agent at MDRN Insurance, LLC, sharing the same address as his advisory business. This non-investment related activity takes about 10% of his time.

Employment History
Current Registrations
Mainstay Capital Management, LLC
February 2026 - Present · 8 mos
Previous Registrations
Mdrn Capital
December 2024 - January 2026 · 1 yr 1 mo
Cg Advisory Services
January 2022 - May 2024 · 2 yrs 4 mos
Spc
December 2018 - January 2022 · 3 yrs 1 mo
Parkland Securities, LLCBroker
December 2018 - January 2022 · 3 yrs 1 mo
Planmember Securities Corporation
May 2018 - November 2018 · 6 mos
Planmember Securities CorporationBroker
April 2018 - November 2018 · 7 mos
Epi Advisors, LLC
January 2015 - February 2018 · 3 yrs 1 mo
Epi Advisors LLC
July 2014 - January 2015 · 6 mos
J.P. Morgan Securities LLCBroker
October 2013 - April 2014 · 6 mos
Fb Equity Sales Corporation of MichiganBroker
May 2013 - August 2013 · 3 mos
Farmers Financial Solutions, LLCBroker
November 2011 - July 2012 · 8 mos
Hantz Financial Services, INC.Broker
January 2002 - July 2005 · 3 yrs 6 mos
State Registrations1 state
MI
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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