Assets Under Management
$392.2M
Number of Clients
136
Number of Advisors
3
Average Client AUM
$2.9M
AUM per Advisor
$130.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Mainstreet RIA provides discretionary asset management services to individuals and qualified plans. Investment strategies are tailored to client goals and risk tolerance. Fees are negotiable and based on assets under management. The firm also offers ERISA plan services.
| Assets Under Management | 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% |
The annual fee is negotiable based upon certain criteria. Accounts within the same household may be combined for a reduced fee. Fees are billed monthly in arrears or in advance.
6700 Keaton Corporate Parkway, Suite 102, O'Fallon, MO, 63368