Mainstay Capital is a wealth management firm that offers financial planning and investment advice. The firm develops wealth building strategies and provides advice on retirement accounts and non-retirement accounts. Mainstay Capital's services include cash flow planning, investment advice, estate planning advice, retirement planning, tax planning, and insurance advice. Mainstay Capital also offers small business advising services, including 401(k) setup and management.
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
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% |
All clients serviced under the retainer model receive the first $200,000 of asset management at 0.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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