Mainsail Asset Management offers investment management and financial planning to individuals, high net worth individuals, and businesses. Mainsail's services include creating tailored investment strategies, monitoring investments, and providing financial planning advice. Mainsail may recommend investments in private investment vehicles. Clients retain final decision-making authority for non-discretionary accounts.
Assets Under Management$410M
Clients153
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Adviser, in its sole discretion, may charge a modified investment advisory fee and/or charge a fixed annual retainer fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...