Sarah Clayton
Sarah Clayton is a registered investment advisor at Market Street Wealth Management, based in West Chester, PA, with 8 years of industry experience. Sarah 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
999 West Chester Pike, Suite 202, 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 →Other Business Activities
Sarah supports and assists with special projects at Vogt Financial since 2016. She also works as a business coordinator at Marketstreet Wealth Management since 2015, assisting advisors with client services.
Employment History
Current Registrations
Market Street Wealth Management
USA Financial Securities LLCBroker
Previous Registrations
USA Financial Securities Corporation
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.
Exams
More Advisors
- Mark MeloroMarket Street Wealth Management
- Andrew Thrift, CFPMarket Street Wealth Management
- Troy Vogt, CFPMarket Street Wealth Management
- Carter Lee, CFALenape Investments, LLC
- Gregory Maxey, CFPStrategic Advisers LLC
- Thomas Vickers, ChFCPrivate Advisor Group, LLC