Main Street Asset Management is a highly reputable financial advisory firm that has been operating for over 15 years. They have a team of 10 experienced advisors who possess a deep understanding of the financial markets and always stay up-to-date with the latest trends and news. The firm manages over $500 million in assets and offers a wide range of financial services, including investment management, retirement planning, tax planning, risk management, and estate planning. They cater to various types of clients, including individuals, families, high-net-worth individuals, small business owners, and institutions. The firm operates on a fee-only basis, and their fee structure is based on a percentage of their clients' assets under management. Main Street Asset Management is committed to full disclosure and transparency, and their advisors are fully licensed and registered to ensure compliance with regulations and laws.
CASEY CAPITAL, LLC is a well-established financial advisory firm that has been providing expert guidance and tailored solutions to clients for over 20 years. With over $100 million in assets under management and a team of 10+ experienced advisors, the firm has built a strong reputation for helping clients achieve their financial goals.
Through building strong relationships and understanding each client's unique goals and concerns, CASEY CAPITAL, LLC offers a comprehensive range of financial services including investment management, retirement planning, estate planning, tax planning, insurance strategies, and education funding.
The firm caters to a diverse client base, including high-net-worth individuals, business owners, professionals, retirees, family trusts, and non-profit organizations. CASEY CAPITAL, LLC operates under the fiduciary standard, ensuring that they always act in the best interest of their clients. Their fees, ranging from 1% to 2% of assets under management, are transparent and based on the size of the portfolio and services provided.
With a clean regulatory record and a commitment to client satisfaction, CASEY CAPITAL, LLC continues to be a trusted and reliable partner for individuals and organizations seeking to secure their financial future.