MAIN STREET ASSET MANAGMENT

Overview

Main Street Asset Managment is a small, independent registered investment adviser focused on serving individual and family clients. The firm combines discretionary portfolio management with financial planning, pension consulting and educational workshops, and also operates as a real estate broker. Investment activity centers on exchange-traded equities and fixed-income instruments, but the firm also deploys annuities and mutual funds. Main Street charges a mix of fee types — percentage of AUM, hourly, fixed fees and performance-based fees — which signals flexibility to structure mandates for both ongoing advisory relationships and fee-for-service engagements. With only nine clients and $4.6M in assets, the adviser runs concentrated, client-focused programs rather than large institutional strategies. Its advisory services list includes market timing and other active management elements, and the presence of performance-based fees suggests some client relationships are structured around outperformance or alternative-fee arrangements. The firm is not positioned as an ESG investor and is not registered as a multistate adviser.

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Location & Offices