Isabelle Jeter is a registered investment advisor at Main Street Financial Group LLC, based in Atlanta, GA, with 10 years of industry experience. Isabelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 100 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mainstreet Financial Group charges an annual management fee based on a percentage of your portfolio. The fee ranges from 0% to 1.50%. If a sub-advisor is used, their fee is included in Mainstreet's management fee. The total management fee is disclosed in your investment management agreement. Fees are negotiable, and you may be able to lower your fee by combining assets. The sub-advisor calculates and collects the fee quarterly.
Location
1274 Kittredge Ct, Atlanta, GA, 30329
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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 Financial Group LLC
Previous Registrations
Cincap Investment Group, LLCBroker
Aston Funds Distributors, INC.Broker
Pfpc Distributors, INC.Broker
Green, Morris & Associates, 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.