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.
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Sarah supports and assists with special projects at Vogt Financial since 2016. She also works as a business coordinator at Marketstreet Wealth Management since 2015, assisting advisors with client services.