Main Avenue Financial Services, LLC offers personalized financial planning, investment management, and wealth advisory services to individuals, families, trusts, and estates. Founded in 2009 and based in Beaverton, Oregon, Main Avenue Financial Services helps clients define financial goals, create tailored investment strategies using long-term buy-and-hold approaches with mutual funds and exchange-traded funds, and navigate retirement, tax, and estate planning. The firm operates with a focus on comprehensive financial guidance and coordinates with clients' other professionals such as accountants and attorneys. Financial planning services are provided on an hourly basis or included at no additional charge for clients who also use Main Avenue Financial Services for investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Financial planning is complimentary for clients with assets under management at Main Avenue Financial Services. Fees are negotiable.
