Main Street Wealth Management provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and charitable organizations. Main Street creates personalized investment plans and manages portfolios based on client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. Main Street also offers pension consulting and financial planning covering investments, insurance, taxes, retirement, college, and debt.
Assets Under Management$14M
Clients26
Advisors1
Avg. per Client$520K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.5M | 0.75% |
| $3.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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