Main & Wall Capital Management provides wealth management services, including investment management, to individuals, high net worth individuals, charitable organizations, and institutions. Main & Wall manages accounts on a non-discretionary basis, meaning they need your approval before making changes. They create and manage portfolios based on your personal investment policy, considering your goals, time horizon, risk tolerance, and liquidity needs. They typically recommend diversified portfolios of low-cost ETFs, mutual funds, and individual stocks and bonds.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.