Anthony Shaieb
Anthony Shaieb is a CFP-designated registered investment advisor at Mainstay Capital Management, LLC, based in Grand Blanc, MI, with 19 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $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
Location
10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI, 48439
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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.
Learn about disclosures →Employment History
Current Registrations
Mainstay Capital Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Funds Distributor, LLCBroker
Raymond James & Associates, INC.Broker
National Planning CorporationBroker
State Registrations1 state
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
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