Main Street Research (MSR) offers wealth management services to families and individuals, including financial planning and investment management. For foundations and institutions, MSR provides outside chief investment officer services. Financial planning involves evaluating a client's current and future financial state to predict future cash flows and asset values. Investment management provides continuous advice regarding the investment of client funds tailored to the specific needs of each client.
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.