We are excited to announce that on September 1, 2015, The Main Street Group became its own Registered Investment Adviser (RIA).
Forming our own RIA will allow us to expand our services to our clients. We can, for example, offer a wider variety of consulting services (college planning, long-term care planning, and Social Security Benefit planning, just to name a few) on an hourly or flat-fee basis. We also have more flexibility in determining the minimum balances for certain types of accounts. For example, we can open smaller accounts – such as ROTH IRA’s – for our clients, instead of requiring a $25,000 minimum opening balance.
We encourage you to ask us if you have any questions about our new RIA. We appreciate the confidence and trust you have placed in us, and thank you for supporting us as we take this next step in providing greater service to our advisory clients.
*The ADV Form is a required submission by a professional investment advisor to the Securities and Exchange Commission (SEC). The ADV specifies the investment style, assets under management, and key officers of the firm.