Main Effort Financial provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Main Effort creates customized investment portfolios using ETFs and individual equity securities. Financial planning services cover investment, retirement, tax, estate, and education planning. Main Effort acts as a fiduciary, committed to acting in clients' best interests.
Assets Under Management$78M
Clients177
Advisors1
Avg. per Client$440K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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