Main Street Financial offers wealth management services, including investment portfolio management and financial planning, to individuals, high net worth individuals, trusts, estates, and other businesses. Main Street creates customized investment strategies based on client goals, risk tolerance, and financial situations. They construct portfolios using ETFs, mutual funds, individual stocks, and bonds. Main Street also provides financial planning services covering investment planning, personal savings, education savings, and retirement planning.
Assets Under Management$71M
Clients98
Advisors3
Avg. per Client$730K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.25% |
| $400K - $600K | 1.00% |
| $600K - $800K | 0.80% |
| $800K - $1.3M | 0.60% |
| $1.3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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