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Main Avenue Financial Services
Fee Schedule
Financial and Retirement Planning
MAFS charges an hourly fee of $250 which is paid at the time of service.
Wealth Management
We provide Wealth Management Services (ongoing financial planning with management of investment accounts at Charles Schwab, Inc.) under a percentage of assets under management fee schedule. Fees are billed quarterly in arrears based on the balance of the investment account under management:
Wealth Management - Assets Under Management (AUM) Rate
Progressive Fee
First $1,000,000
1.00%
$1,000,001 to $2,000,000
0.75%
Over $2,000,001
0.50%
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