Mainstreet RIA LLC
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
About This Firm
Mainstreet RIA LLC provides discretionary asset management services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and business entities. They also offer qualified plan services, including limited scope fiduciary and full scope manager roles for retirement plans.
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
Location
6700 Keaton Corporate Parkway, Suite 102, O'Fallon, MO, 63368