Main Street Asset Management (MSAMLLC) provides ongoing portfolio management based on your goals, time horizon, and risk tolerance. They create a personalized investment policy for each client. MSAMLLC also offers financial planning services, including investment, insurance, tax, retirement, and college planning, as well as debt/credit planning. These services are available individually or as part of a comprehensive plan.
Assets Under Management$16M
Clients167
Advisors1
Avg. per Client$94K
Avg. per Advisor$16M
www.msmallc.com ·www.facebook.com/main-street-asset-management-l... ·www.linkedin.com/company/main-street-asset-mana...
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...