Main Avenue Financial Services (MAFS) offers financial planning, investment management, and wealth advisory services to individuals, families, and their related entities. Financial planning is delivered through a series of emails, focusing on specific goals. Investment management uses a long-term buy and hold strategy with mutual funds and ETFs. Wealth advisement combines financial planning with advice on investment accounts held outside of Charles Schwab. MAFS does not have discretionary authority.
Assets Under Management$94M
Clients76
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees are negotiable. Financial planning is complimentary for clients with assets under management at Main Avenue Financial Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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