Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Mainstreet RIA charges an annual investment advisory fee based on assets under management, as detailed in the fee table. The annual fee is negotiable based on various factors. Accounts within the same household may be combined for a reduced fee. Clients may terminate their account with written notice. Fees are billed monthly in arrears or in advance. A minimum of $250,000 is required to open an account, but this may be lowered or waived in certain instances.
Areas of Practice
Advisor Information
Office location
6700 Keaton Corporate Parkway, Suite 102, O'Fallon, MO, 63368
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is an owner-member of Counts Oldham Properties LLC, a holding company for the building purchased for Mainstreet RIA LLC, since March 2021. He spends minimal time on this activity.