Mainstreet Advisors

MainStreet Investment Advisors, LLC, established in 2003, is a registered investment advisor specializing in discretionary and non-discretionary investment advisory services. The firm caters primarily to trust and wealth management organizations, offering fiduciary services such as Separate Account Management (SAM), Fund Allocation Portfolios (FAP), and Automated Portfolio Solutions (APS). MainStreet charges asset-based fees ranging from 20 to 32 basis points for Fiduciary Services, and negotiable fees for Individual Advisory Services. The firm does not charge performance-based fees or manage proprietary funds. MainStreet's investment analysis includes fundamental, macroeconomic, and technical analysis, utilizing third-party research services. Clients are periodically reviewed for compliance with investment objectives, and reports are provided at least quarterly. MainStreet does not accept custody of client assets and does not vote on client securities proxies. The firm maintains a Code of Ethics, ensuring compliance with regulatory obligations and client fiduciary duties. MainStreet does not receive soft dollar payments and does not participate in client referral fee arrangements. The firm does not have any financial impairment affecting its ability to meet contractual commitments.