Mainland Financial Services is a fee-only firm offering investment management and financial planning. Investment management is provided on an ongoing basis. Financial planning includes maintaining existing financial plans and is offered on an hourly fee basis. Mainland Financial primarily uses exchange-listed stocks, bonds, non-leveraged exchange-traded funds (ETFs), CDs, and money market funds in its investment portfolios.
Assets Under Management$43M
Clients27
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 0.95% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Schedule applies to assets other than cash and cash equivalents. Cash and cash equivalents are charged 0.50%. Minimum annual fee of $12,000 for new accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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