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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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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
Troy is involved in several business activities, including Market Street Wealth Management (RIA), Market Street Insurance Services (sales assistant), Leppert Holt Consulting Inc (service, support, and trading), Vogt Financial Inc (financial planning and investment advice), and Market Street Tax Service (tax preparation). He spends minimal time on tax preparation.