Main Street Investment Management (MSIM) is an investment management firm that designs, implements, and manages investment portfolios for individuals and small businesses. MSIM also offers financial planning services covering topics such as financial goals, retirement strategy, and estate preservation. MSIM acts as a legal fiduciary, striving to eliminate conflicts of interest.
Assets Under Management$66M
Clients262
Advisors2
Avg. per Client$250K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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