Matthew Eichert
Matthew Eichert is a ChFC-designated registered investment advisor at Market Street Wealth Management, based in Sea Isle City, NJ, with 25 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,052 clients with $840M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management.
Fee Estimator
Location
Sea Isle City, NJ
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Regulatory History
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
Matthew provides investment advisory services through Market Street Wealth Management, LLC since 2011. He is also an insurance agent since 2013, representing clients in the purchase of insurance and annuities, and spends minimal time on this during trading hours. Additionally, Matthew has been a tax preparer since 2007, dedicating minimal time during securities trading hours.
Employment History
Current Registrations
Market Street Wealth Management
USA Financial Securities LLCBroker
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities Corporation
Vanguard Marketing CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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