Mainsail Asset Management, LLC's Form ADV discloses 1.25% on the first $500,000, 1.00% on the next $500,000, 0.80% on the next $1 million, 0.70% on the next $3 million, 0.60% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #128373), Mainsail Asset Management, LLC is subject to fiduciary duty under federal law.
Mainsail Asset Management, LLC is headquartered in BIRMINGHAM, AL.
Mainsail Asset Management, LLC serves 91 high-net-worth clients according to their SEC filing dated July 15, 2026. View client details ↓
According to their SEC Form ADV, Mainsail Asset Management, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
Mainsail Asset Management, LLC manages $599 million in client assets according to their SEC filing dated July 15, 2026.
According to their SEC Form ADV, Mainsail Asset Management, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓