Mainwall Investment Management offers investment advisory services on a discretionary basis. Mainwall does not provide financial planning, estate planning, or insurance planning services. However, Mainwall may provide limited consultation services to its investment management clients on investment and non-investment related matters that are generally ancillary to the investment management process. Mainwall primarily allocates client investment assets among various individual equity, debt, and fixed income securities, mutual funds and/or exchange traded funds.
Assets Under Management$12M
Clients17
Advisors1
Avg. per Client$680K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable at Mainwall's discretion, depending upon objective and subjective factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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