Market Street Wealth Management Advisors offers personalized investment management, financial planning, and retirement consulting services to individuals, high-net-worth clients, foundations, and businesses. The firm builds customized portfolios primarily using mutual funds and exchange-traded funds, and can provide financial planning as part of its standard wealth management service. Clients can also choose standalone investment management without planning at a discounted rate, or use the Foundations program designed for accounts under $250,000. Market Street operates on a fee basis and acts legally in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
Fees are negotiable for accounts over $25,000,000. Standalone investment management without planning receives a 30% discount on these rates.