Main Street Retirement Planning manages investment portfolios for clients, using a tactical stop-loss strategy. They invest in mutual funds and may move assets to cash based on market conditions. Financial planning is included with portfolio management. Main Street Retirement Planning uses SEI as a sub-advisor and requires clients to use SEI Private Trust Company as custodian.
Assets Under Management$720M
Clients1,688
Advisors3
Avg. per Client$420K
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The firm may, in its sole discretion, charge a lesser or greater investment management fee based upon certain criteria (i.e., anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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