Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are based on assets under management. Financial planning services are typically provided under a written agreement and may include general recommendations or specific actions. MSWM may receive commissions as representatives of USA Financial Securities or as licensed insurance agents, creating a potential conflict of interest. Clients are not obligated to use recommended professionals or implement recommendations through MSWM.
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Advisor Information
Office location
999 West Chester Pike, Suite 202, West Chester, PA, 19382
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew provides investment advisory services through Market Street Wealth Management, LLC since 2011. He is also an insurance agent since 2013, representing clients in the purchase of insurance and annuities, and spends minimal time on this during trading hours. Additionally, Matthew has been a tax preparer since 2007, dedicating minimal time during securities trading hours.