Main Street Advisors (MSA) offers investment advice and recommends investments to high net worth individuals and families, as well as their related charitable foundations and trusts. MSA also manages private investment funds and single-client investment vehicles. MSA's advice covers a wide range of asset classes, including private equity, real estate, and publicly traded securities. MSA may recommend investments in third-party managed funds.
Assets Under Management$8.7B
Clients73
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
MSA generally charges clients a quarterly fee based on the value of their assets. This fee is typically 1% per year (0.25% per quarter). However, this rate can be negotiated. In addition, MSA charges performance-based fees of up to 10% of the gains in client accounts.
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