MainStreet Advisors offers portfolio management services on a discretionary or non-discretionary basis. MainStreet evaluates a client’s financial condition and risk tolerance to tailor securities recommendations to meet the client’s investment objectives and individual needs. MainStreet primarily recommends exchange-listed stocks, mutual funds, index funds, exchange-traded funds (ETFs) and bonds.
Fee Structure
MainStreet Advisors charges a management fee based on a percentage of assets under management, fixed fee, and/or hourly charges. MainStreet does not negotiate its management fee but does offer discounts to select individuals. The management fee is charged at the beginning of each month and is prorated for the first month or if a client terminates the service during the month.