Main Street Investment Advisors, LLC provides investment management and portfolio supervision primarily for high-net-worth individuals, families, and private foundations. Located in Northbrook, Illinois, the firm designs customized investment strategies based on each client's specific financial goals, risk tolerance, and time horizon. Portfolios are typically built using individual stocks, exchange-traded funds, mutual funds, master limited partnerships, and conservative option strategies intended to generate income and reduce downside risk. Main Street Investment Advisors also utilizes external separately managed account managers for specialized asset classes like international or small-capitalization securities. All client assets are held by independent third-party custodians, with Fidelity Investments serving as the primary custodian.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.50% to 1.00% depending on negotiation and account characteristics. Municipal bond accounts are separately negotiated.