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Mainstream Capital Management
SEC-regulated
Registered investment advisor
Mainstream Capital Management LLC is a full-service wealth management firm established in 2018, located in Los Angeles, CA. The firm specializes in providing comprehensive financial planning services and managing investment portfolios on a discretionary basis. Mainstream Capital offers services to high net worth individuals, businesses, and corporations without any minimum requirements for opening or maintaining an account.
The firm's investment strategies include a range from value to growth, focusing on risk-adjusted returns and diversification across multiple asset classes. Mainstream Capital manages various types of assets, including equity securities, fixed income securities, mutual funds, and real estate investment trusts.
For fee structures, the firm charges a percentage of assets under management, with fees varying based on the value of investments. Financial planning services are also available for a flat fee, negotiated on a case-by-case basis. Mainstream Capital does not charge performance-based fees and does not participate in wrap fee programs.
The advisors at Mainstream Capital act as fiduciaries, putting clients' interests first at all times. The firm has no disciplinary history and provides transparency on its business practices, investment strategies, and fee structures. Clients have the option to grant investment discretion to the firm, allowing for complete control over specific securities and transactions.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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