Advisor at Main Street Asset Managment
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 Asset Managment
Location
Sherman, TX 75092
Credentials
Series 65
Industry experience
16 years
Thomas Boothe is a financial advisor at Main Street Asset Management with 16 years of industry experience. He holds a Series 65 designation and has been involved with Main Street Asset Management since 2009. Outside of his advisory role, he is a partner and president of Bluestone Partners, LLC, a construction and real estate services business, and he serves as chairman of the board for Sapphire Group, LLC, a real estate investment holding company. Main Street Asset Management provides investment advisory and financial planning services to individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers tailored portfolio management and a broad range of investment approaches, including discretionary management and alternative assets, with a focus on ongoing personal contact and client-specific strategies.
Based on Main Street Asset Managment
Based on Main Street Asset Managment
Fixed fee for financial plans ranging from $500 to $3,000
$0+: 1.0% annually for publicly traded assets $0+: 1.5% annually for non-publicly traded assets and/or Self-Directed IRA/401(k) assets
$100 per hour, negotiable depending on client circumstances
For qualified clients (minimum $1 million AUM or $2 million net worth), base fee of 0.50% annually plus 15% performance fee on net returns, assessed quarterly
Account minimum: $50,000 (negotiable with possible higher fees) Fee-only: Financial planning and consulting services offered at $100 per hour (negotiable) and fixed fees ranging from $500 to $3,000
4708 N Fm 1417
Sherman, TX 75092
Texas
Mshc, Llc Dba Main Street Asset Management
2009 - Present (17 years)
Bluestone Partners Llc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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