Main Street Advisors offers investment management based on individual client needs, creating personalized investment policies and managing portfolios accordingly. They also provide financial planning services, evaluating clients' current and future financial states to help them achieve their goals. Financial plans cover personal finances, taxes, investments, insurance, retirement, and estate planning. Implementation of financial plan recommendations is at the client's discretion.
Assets Under Management$73M
Clients116
Advisors1
Avg. per Client$630K
Avg. per Advisor$73M
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Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be negotiable. A minimum of $200,000 of assets under management is required for this service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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