MainStreet Advisors offers portfolio management services for individuals, families, small businesses, and non-profit organizations. MainStreet Advisors builds customized investment portfolios using exchange-listed stocks, mutual funds, index funds, exchange-traded funds, and bonds, relying on fundamental and technical analysis to guide investment decisions. Clients can choose between discretionary management, where MainStreet Advisors makes trades on their behalf without asking first, or non-discretionary management, where clients approve each trade. In addition to investment management, MainStreet Advisors provides accounting and tax consulting services, and representatives can assist with insurance products. MainStreet Advisors does not bundle brokerage and advisory services, so clients may pay separate transaction fees to their chosen broker or custodian.
Fee Structure
MainStreet Advisors charges management fees based on a percentage of the value of your portfolio. Fees are generally charged at the beginning of each month and are prorated if you start or terminate service mid-month. MainStreet Advisors does not negotiate standard management fees but may offer discounts to select individuals.