Advisor at Main Street Investors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Main Street Investors, LLC
Location
Brentwood, TN 37027
Credentials
Series 63, Series 65
Industry experience
37 years
Charles Youree is a financial advisor with Main Street Investors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Peachtree Planning of Tennessee and Park Avenue Securities LLC. Outside of advisory services, he is a licensed insurance agent. Main Street Investors provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations, focusing on financial planning and pension consulting. The firm employs a long-term investment approach based on modern portfolio theory and primarily operates on a non-discretionary, co-advisory model, recommending third-party money managers for investment implementation.
Based on Main Street Investors, LLC
Financial planning fixed fees range from $250 to $2,500.
$0 - $4,000,000: 0.75% $4,000,001+: 0.50%
205 Powell Place, Suite 209
Brentwood, TN 37027
Tennessee
Main Street Investors, LLC
2018 - Present (8 years)
Peachtree Planning of Tennessee
2005 - 2018 (13 years)
Primerica Advisors
2004 - 2018 (14 years)
Primerica Advisors
1999 - 2018 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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