Main Street Investment Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$250M
Clients144
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$83M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fees range from 0.50% to 1.00% depending on negotiation and account characteristics. Municipal bond accounts are separately negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

3 Advisors at this firm