Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fee may be negotiable at the sole discretion of MSTWA, depending on the complexity of the services provided and the amount of assets under management. The fee for the tier above $6,000,000 is based on the previous tier's fee percentage.
Fee Estimator
Wealth Management Services are billed as a percentage of assets under management. Financial planning services are typically included with Wealth Management or Intelligent Portfolio services at no cost, but if charged separately, are billed at $125 per hour. Intelligent Portfolio Services have an annual fee of 0.50% on $5,000 and above. Fees may be negotiable depending on complexity and assets under management. Trustee Services are separate and in addition to Wealth Management fees.
Areas of Practice
Advisor Information
Office location
538 Valley Brook Road, Suite 100, Venetia, PA, 15367
Get directionsRegulatory History
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