Fees:

Main Street Research offers you a choice of two distinct fee structures. Each of these fee structures include all professional services, including retirement and estate planning. They do not, however, include transaction costs charged by your custodian – given our history of low portfolio turnover, these costs are typically negligible.

Asset Based Management
At Main Street Research, our services are available on a fee-only basis. Fees are based on the value of assets under management starting at 1.25% annually and declining to .50% depending on the size of the total portfolio. A minimum investment is required – please inquire.

Management Fees Relative to Assets:

• 1.25% on the first $2,000,000
• 1.00% on the next $3,000,000
• .75% on the next $5,000,000
• .50% amounts over $10,000,000

Main Street Research also offers a fee structure based on the asset value and performance of your investment portfolio. Performance based fees are equal to a percentage of the “net” profit of the investment portfolio and are subject to a high “watermark”. Therefore, Main Street Research is only entitled to a performance fee when the portfolio reaches successive, higher market values. A minimum investment is required – please inquire.

Management Fees Relative to Assets:

• .75% on the first $2,000,000
• .625% on the next $3,000,000
• .50% on the next $5,000,000
• .25% amounts over $10,000,000

Management Fees Relative to Performance:

• 5% of net profits subject to high watermark