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 (1)
Customer Dispute
November 1997Other Business Activities
Richard owns RLC LLC, a holding company for commercial real estate, and Counts Oldham Properties LLC. He spends minimal time maintaining the building and collecting rent for both businesses.