The Main Street Group is a registered investment advisor that provides customized investment management and personal financial planning services primarily to individuals and high-net-worth individuals. The firm creates personalized portfolio strategies consisting of low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and options, with a focus on long-term growth and regular portfolio monitoring. In addition to direct portfolio management, the firm offers automated investment platforms, retirement plan rollovers, and comprehensive financial planning covering retirement, tax planning, estate planning, education funding, and insurance needs. The Main Street Group operates under a legally required standard to act in your best interest when providing retirement advice.
Fee Structure
The Main Street Group charges an annual fee based on a percentage of your portfolio. The exact fee depends on the amount of assets you invest and is detailed in your investment advisory agreement. Fees are generally calculated and deducted from your account on a quarterly basis.