Main & Wall Capital Management is a registered investment advisor located in Millburn, New Jersey, owned by Robert Sefcik. The firm provides wealth management services, focusing primarily on personalized portfolio management for individuals, high net worth individuals, charitable organizations, and institutions. Main & Wall Capital Management builds customized portfolios using low-cost exchange-traded funds, mutual funds, index funds, individual stocks, and bonds. The firm takes a capital preservation and risk management approach, incorporating behavioral finance principles and both strategic and tactical asset allocation. All accounts are managed on a non-discretionary basis, meaning clients must approve all investment recommendations before trades are executed. Main & Wall Capital Management does not charge performance-based fees and operates as a legally required fiduciary, putting clients' best interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| 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 are negotiable on a client-by-client basis based on complexity, assets, and other factors.