Mainstreet Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
MainStreet Advisors, LLC provides portfolio management services to individuals, families, small businesses and non-profit organizations, offering both discretionary and non-discretionary management across exchange-listed stocks, mutual funds, index funds, ETFs and bonds. The firm also provides accounting and tax consulting and its adviser representatives are licensed to sell insurance products, which the brochure identifies as an additional source of compensation.
The firm states it employs both fundamental and technical analysis to construct portfolios and tailors allocations to clients’ financial condition and risk tolerance, monitoring accounts on a daily basis and encouraging at least annual reviews. While MainStreet uses percentage-of-assets fees like many peers, its disclosure notes it also accepts fixed and hourly arrangements and invoices clients, and arranges for fee deductions through custodians when authorized.
Distinctive elements in the brochure include the combination of investment management with insurance brokerage and accounting/tax consulting revenue streams, and a policy to compensate outside financial professionals for client referrals — arrangements the firm acknowledges can create conflicts and requires disclosure. The brochure also clarifies the adviser is newly formed, had not yet commenced operations when the document was prepared, and reports no disciplinary history.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
Advisor may charge fixed fees as part of management fee structure.
Not explicitly tiered; fees charged as percentage of assets under management, fixed fee, and/or hourly charges
Insurance commissions earned by IA Reps for sale of insurance products, approximately 15% of IA Reps' business, in addition to advisory fees.
Advisor may charge hourly charges as part of management fee structure.
Account minimum: $20,000 for individuals; $50,000 for small businesses and non-profits (may be waived for select clients)
Main office location
Mainstreet Advisors, LLC
De Diego Street #488, Second Floor
San Juan PR 00924, United States
Number of offices
2
Most active in
Mainstreet Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Puerto Rico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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