Anthony Bagneschi
Anthony Bagneschi is a CFP-designated registered investment advisor at Mainstay Capital Management, LLC, based in Grand Blanc, MI, with 15 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 3,381 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mainstay Capital Management offers two investment management services with different fee structures:
- Mainstay 401(k) Portfolio Management: This service is for specific 401(k) and 457 plans, including those for General Motors, Ford, Stellantis, and the State of Michigan.
- Mainstay Wealth Management: This service is for IRAs, annuities, and non-retirement accounts.
Fees are based on a percentage of the assets managed and are charged quarterly. There are minimum quarterly fees for smaller accounts. Fees may be negotiable based on account size or other factors.
Location
10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI, 48439
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2014Other Business ActivitiesSells Insurance
Anthony is an insurance agent at MDRN Insurance, LLC, sharing the same address as his advisory business. This non-investment related activity takes about 10% of his time.
Employment History
Current Registrations
Mainstay Capital Management, LLC
Previous Registrations
Mdrn Capital
Cg Advisory Services
Spc
Parkland Securities, LLCBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Epi Advisors, LLC
Epi Advisors LLC
J.P. Morgan Securities LLCBroker
Fb Equity Sales Corporation of MichiganBroker
Farmers Financial Solutions, LLCBroker
Hantz Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.