Main Street Financial LLC is a registered investment advisor that provides customized wealth management and financial planning services for individuals, high net worth individuals, trusts, estates, and businesses. The firm builds tailored investment portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds based on each client's goals, time horizon, and risk tolerance. In addition to ongoing portfolio management, Main Street Financial offers financial planning and consulting covering areas such as investment planning, personal savings, and education funding. The firm acts legally required to act in your best interest as a fiduciary. Main Street Financial generally does not impose a minimum relationship size.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.25% |
| $400K - $600K | 1.00% |
| $600K - $800K | 0.80% |
| $800K - $1.3M | 0.60% |
| $1.3M+ | 0.50% |
Fees may be negotiable at the sole discretion of Main Street Financial. Fees take into consideration aggregate assets under management with the advisor.