James Demmert is a registered investment advisor at Main Street Research LLC, based in Lakeville, CT, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 955 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.25% |
| $40.0M - $60.0M | 0.15% |
| $60M+ | 0.10% |
MSR also offers a performance fee schedule for qualified clients. In addition, MSR charges 1% of assets under management for a Concentrated Stock Options Strategy that is managed by a third-party sub-advisor, and there are additional fees for this strategy charged by the sub-advisor.
Fee Estimator
Location
342 Main Street, Lakeville, CT, 06039
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Main Street Research LLC
State Registrations5 states
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.