Main Street Financial Solutions provides financial planning, consultation, and investment management services to individuals, high net worth investors, and businesses. Financial planning covers areas like cash flow, investments, taxes, insurance, estate, retirement, and education. Investment management involves allocating assets among mutual funds, exchange-traded funds (ETFs), individual securities, and independent investment managers. Main Street Financial Solutions tailors its services to each client's needs and objectives.
Fee Structure
Main Street Financial Solutions offers investment management services for an annual fee based on the amount of assets managed. The management fee can reach up to 2.00% depending on the size and composition of your portfolio, the services provided, and the advisor assigned to you. The fee is charged quarterly. For certain client holdings like held-away assets or alternative investments, Main Street Financial Solutions may negotiate a different fee rate.