MainStreet Investment Advisors manages investment portfolios and provides advisory services primarily to trust and wealth management organizations, institutions, and individual clients. MainStreet offers various investment solutions including Separate Account Management, Fund Allocation Portfolios, Automated Portfolio Solutions, Manager Select, Direct Indexing, and an alternatives platform. The firm provides both discretionary and non-discretionary investment management, utilizing fundamental, macroeconomic, and technical analysis to construct portfolios. MainStreet operates as a registered investment advisor headquartered in Chicago, Illinois.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.36% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100.0M - $500.0M | 0.22% |
| $500.0M - $1000.0M | 0.18% |
| $1000M+ | 0.14% |
Rates shown are for Discretionary Portfolio Management. Individual advisory services charge a 1.25% flat annual fee. SAM and FAP charge 0.32% down to 0.20%. APS charges 0.25% down to 0.17%. Direct Indexing charges a flat 0.25%. All fees are negotiable.