Main Street Financial Advisory (MSF) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. MSF also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. MSF primarily recommends mutual funds and ETFs.
Assets Under Management$27M
Clients51
Advisors1
Avg. per Client$530K
Avg. per Advisor$27M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.55% |
For assets above $3,000,000, the fee is 0.55% on the first $3,000,000, and 0.25% on all assets above. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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