Main Street Investments provides financial planning and investment advisory services. The firm's goal is to provide unbiased, independent financial advice at a reasonable cost. Services are tailored to meet client needs and may include financial planning, risk management advice, portfolio construction, retirement capital needs analysis, retirement income needs and general financial advice.
Assets Under Management$8.5M
Clients28
Advisors1
Avg. per Client$300K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $250K | 0.80% |
| $250K - $500K | 0.70% |
| $500K - $1000K | 0.50% |
| $1M+ | 0.40% |
Fees may be negotiable based on length of client relationship, size of account and complexity of assets in the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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