Mainstay Capital Management (MCM) is a wealth management firm that provides financial planning and manages retirement accounts like 401(k)s, IRAs, and other investment accounts. MCM specializes in managing workplace savings plans. They use a tactical asset allocation approach, shifting investments to maximize opportunities and manage risk. MCM does not receive commissions from any brokers, mutual fund companies, banks, or insurance companies.
Assets Under Management$4.8B
Clients3,381
Advisors26
Avg. per Client$1.4M
Avg. per Advisor$180M
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
26 Advisors at this firm
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