Mainsail Financial Group provides financial planning and investment management services. They tailor their investment management to clients' individual needs, risk tolerance, and financial goals, using models with varying degrees of risk. They also offer financial planning services covering budgeting, retirement, estate planning, and more. For accounts not directly held in their custody, Mainsail may leverage an Order Management System to manage asset allocation and rebalancing strategies.
Assets Under Management$400M
Clients426
Advisors9
Avg. per Client$950K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.65% |
| $7M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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