Mainstreet RIA provides investment management services to individuals and organizations. Mainstreet also offers services to retirement plans, acting as a limited scope fiduciary or a full scope manager. Mainstreet helps plan sponsors with investment decisions, developing investment policy statements, and monitoring investment options. For individuals, Mainstreet offers asset management services, taking into account individual investment goals, time horizons, and risk tolerance.
Assets Under Management$450M
Clients132
Advisors3
Avg. per Client$3.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.50% |
| $125K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.05% |
| $750K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.45% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.35% |
| $9.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Annual fee is negotiable for over $10,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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