Mainstay Capital is an independent registered investment advisor based in Lakeland, Florida, offering comprehensive financial planning, investment management, and small business advising. The firm focuses on holistic financial planning covering cash flow, taxes, retirement, estate planning, insurance, and investments. Mainstay Capital operates on a retainer model combined with asset-based fees for portfolio management. The firm specializes in developing personalized wealth-building strategies for individuals and small business owners.
Assets Under Management$5.9M
Clients35
Advisors1
Avg. per Client$170K
Avg. per Advisor$5.9M
www.facebook.com/mainstaycapitalllc ·www.mainstay-capital.com ·www.linkedin.com/company/mainstay-capital
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.00% |
| $200K - $1.0M | 0.30% |
| $1.0M - $5.0M | 0.20% |
| $5M+ | 0.10% |
First $200,000 of asset management is 0.00% for clients serviced under the retainer model.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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