Sarah Wilson is a registered investment advisor at Marquette Associates, INC., based in West Chester, PA, with 15 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PPG charges fees in three ways: flat fees, a percentage of your portfolio, or hourly rates. For some clients, PPG negotiates a fee based on a percentage of the client’s portfolio. This fee is based upon factors such as the value of the client’s assets, complexity of the portfolio, travel required, and number of meetings per year. Fee percentages may range from 0.075% to 1.00% annually.
Location
600 Willowbrook Lane, Suite 610, West Chester, PA, 19382
Get directionsHistory
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 →Employment History
Current Registrations
Marquette Associates, INC.
State Registrations1 state
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.