Main Street Investors offers portfolio management by directing clients to third-party investment managers like Matson Money, utilizing mutual funds, fixed income securities, insurance products, equities, and exchange-traded funds. Main Street Investors also provides pension consulting services for employee benefit plans and creates personalized financial plans covering investment, tax, retirement, college, insurance, and debt planning. The firm relies on modern portfolio theory and long-term trading strategies.
Assets Under Management$31M
Clients126
Advisors3
Avg. per Client$250K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable and do not exceed 0.99% combined with third-party manager fees. Third-party mutual funds carry an additional 0.50% annual expense ratio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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