Market Street Wealth Management
Assets Under Management
$714.9M
Number of Clients
1,492
Number of Advisors
12
Average Client AUM
$479K
AUM per Advisor
$59.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Market Street Wealth Management provides investment advisory services primarily to individuals and high-net-worth individuals. Services include investment management, financial planning, and retirement plan advisory. Investment strategies are long-term focused, utilizing diversified mutual funds and ETFs. Financial planning encompasses various areas, including retirement, education, and insurance needs. MSWM may recommend independent managers.
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.
Areas of Practice
Location
999 West Chester Pike, Suite 202, West Chester, PA, 19382