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)
Additionally – 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 blend 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 $1,000,000 | 0.30% |
| $1,000,000 to $5,000,000 | 0.20% |
| in excess of $5,000,000 | 0.10% |
Our goal is to make the cost of financial planning and wealth management clear and transparent. Financial Planning, Onboarding, Small Business Advising, 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.
