Main Advisory offers customized investment solutions and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. Main Advisory creates investment strategies based on client goals, risk tolerance, and financial situations. They may use internal investment management or unaffiliated investment managers. Main Advisory also provides financial planning services covering investment planning, retirement planning, and insurance needs.
Fee Structure
Main Advisory's investment management fee ranges from 0.35% to 1.25% annually, based on the complexity of services, level of assets managed, and the overall client relationship. Fees are paid quarterly in advance, based on the value of your portfolio at the end of the prior quarter. Fees may be negotiable. Main Advisory may use independent managers, but the total blended fee will not exceed 2.00% annually.