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Firm

Main Street Research

Lakeville, Connecticut

Fee-only

Facts

Based inLakeville, Connecticut
Websitems-research.com
Phone(860) 435-2350

Main Street Research fees

What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.

Asset-based fee1.25% a year on the first tier of assets
How it chargesPercentage of assets

In the firm's words

"starting at 1.25% annually and declining to .10% depending on the size of the total portfolio" source
"Fees are based on the value of assets under management starting at 1.25% annually and declining to .10%" source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Performance-based fees
Assets managed$2.7 billion
Individual clients203
Financial planningOffered
Form ADV filedApril 27, 2026
SEC recordCRD 114629

Advisors at this firm (20)