Heather Mcmeekin is a registered investment advisor at Mitchell Sinkler & Starr, based in Philadelphia, PA, with 10 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 242 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $24.0M | 0.13% |
| $24M+ | 0.25% |
Fees may be negotiated at MS&S’s discretion. A fee reduction of 10% will be considered for accounts of non-profit organizations. In select cases, and with approval from management, portfolio managers of MS&S may choose to act as an independent trustee. In such cases, MS&S reserves the right to add a surcharge to the advisory fee, which will be fully disclosed in a new contract with the client.
Fee Estimator
Location
Two Penn Center Plaza, Suite 1320, Philadelphia, PA, 19102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mitchell Sinkler & Starr
State Registrations1 state
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