MST Wealth Advisors (MSTWA) provides individualized wealth management and automated investment services. MSTWA offers asset management billed as a percentage of assets and financial planning services billed hourly or included in the asset management fee. MSTWA also provides investment advisory services to retirement plans. MSTWA has a relationship with McCall Scanlon & Tice, LLC (MST), certified public accountants, and its affiliated company MST Wealth Advisors, LLC, whereby certain associates of MST are investment adviser representatives of Valley Brook Capital Group and offer investment advisory services to MST clients under the name MST Wealth Advisors, LLC.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Wealth Management fees are negotiable above $6,000,000. Intelligent Portfolio Services are billed at 0.50% for accounts $5,000 and above.