The Main Street Group offers investment advisory services to individuals and high-net-worth individuals. Services include investment strategy, asset allocation, and portfolio construction using mutual funds, ETFs, equities, stocks, bonds, and options. The firm also offers financial planning services covering retirement, education, insurance, estate, and tax planning. The Main Street Group uses Charles Schwab as custodian.
Fee Structure
The Main Street Group charges a fee based on the value of your portfolio. The specific percentage is outlined in your agreement. The more assets managed, the lower the percentage fee may be. Fees are deducted from your account quarterly or monthly. The firm may charge a lower fee, a flat fee, or waive the fee entirely based on various factors.