Paul Austin is a CFP-designated registered investment advisor at Mainstay Capital Management, LLC, based in Grand Blanc, MI, with 7 years of industry experience. Paul 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 →Other Business Activities
Paul works as a tutor for Breakthrough Exam Prep, helping students prepare for the CFP exam, dedicating a few hours per week. Paul also owns rental property, a passive activity requiring minimal time.
Employment History
Current Registrations
Mainstay Capital Management, LLC
Previous Registrations
Farther
Savvy
Insight Wealth Strategies, LLC
Foster Victor Wealth Advisors, LLC
Allworth Financial, L.P.
Yellowbrickroad Financial Advisors, LLC
Private Ocean
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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