Main & Wall Capital Management, CORP

Fee-Only (% of Portfolio)

Main & Wall Capital Management provides wealth management services, including investment management, to individuals, high net worth individuals, charitable organizations, and institutions. Main & Wall manages accounts on a non-discretionary basis, meaning they need your approval before making changes. They create and manage portfolios based on your personal investment policy, considering your goals, time horizon, risk tolerance, and liquidity needs. They typically recommend diversified portfolios of low-cost ETFs, mutual funds, and individual stocks and bonds.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Main & Wall Capital Management, CORP | TrueAdvisor