Managing your finances while juggling a demanding career can be challenging. That’s where we come in. Specifically tailored for young healthcare professionals like doctors, nurses, pharmacists, dentists, and therapists in the early stages of their careers, we provide the whole treatment.
At Mainstay Capital, our CFP® qualified advisors provide transparent wealth management services. We specialize in fiduciary and fee-only planning for young healthcare professionals, offering personalized solutions for your financial needs, including student loan strategies and early retirement planning.
(MD, RN, PA, PharmD, DMD/DDS)
If you’re in private practice (or planning to be), we’re here to assist with your small business financial needs. As a small business owner, you understand the blending of personal and business life. So it’s only logical that your personal and business advisor should blend as well. We offer consulting, valuation, and external CFO services to young healthcare professionals.
With a track record of success, and a client-centric approach, we’ve earned the trust of healthcare professionals across the United States. Join a community of individuals who have experienced the positive impact of our financial guidance.
| Assets Managed | Annual Fee |
|---|---|
| under $200,000.00 | INCLUDED (0.00%) |
| $200,000 to $500,000 | 0.80% |
| $500,000 to $1,000,000 | 0.50% |
| $1,000,000 to $5,000,000 | 0.30% |
| in excess of $5,000,000 | 0.20% |
Our goal is to make financial planning and wealth management as straightforward, transparent, and beneficial as possible for our clients. The above Financial Planning, Onboarding, and Asset Management fees are the ONLY revenue for our firm. We do not have any hidden fees, commissions, or kick-backs. This allows us to always act in the best interest of our clients.
Mainstay Capital LLC (“Mainstay Capital”) is a Registered Investment Advisor that offers financial planning, investment management, and advisory services. We are a fee-only fiduciary financial advisor firm located in Jacksonville, Fl. Please see the Mainstay Capital Services and About pages for more information.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Mainstay Capital does not provide tax advice and investors are encouraged to consult with their tax advisors.
All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Altruist Financial LLC.
