Main Management offers investment advisory services, primarily managing portfolios using Exchange Traded Funds (ETFs). Main Management tailors advice to client objectives and timelines. Main Management's services include quarterly reviews, portfolio rebalancing, and tax-aware strategies. Main Management also provides investment management services to private funds.
Assets Under Management$1.6B
Clients231
Advisors22
Avg. per Client$7.1M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Maximum fee for SMA accounts managed directly. Fees may vary based on asset levels, relationships, and account type. Wrap fee programs may have fees up to 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22 Advisors at this firm
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