Main Street Management Company provides investment management services based on a mutually agreed-upon investment plan. They request sufficient financial information to determine a client's needs and risk tolerance. More extensive financial planning services are available. They manage individual qualified and non-qualified accounts, including their "Adviser Driven 401(k)/403(b) Plans." Main Street Management Company requires full discretion over investment decisions.
Assets Under Management$52M
Clients112
AdvisorsN/A
Avg. per Client$460K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are calculated monthly on the daily average market value of each security held within the portfolio. Minimum annual fee: $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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