Valley Brook Capital Group
Assets Under Management
$192.2M
Number of Clients
183
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$27.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MST Wealth Advisors provides individualized wealth management and automated investment advisory services. They offer asset management billed as a percentage of AUM, and financial planning services billed hourly or included in the AUM fee. They also offer retirement plan services to plan fiduciaries. MSTWA provides trustee services to select clients.
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
Location
538 Valley Brook Road, Suite 100, Venetia, PA, 15367