Assets Under Management
$192.2M
Number of Clients
183
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$27.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
MST Wealth Advisors offers individualized wealth and automated investment advisory services. They provide asset management services billed as a percentage of assets under management and financial planning services billed hourly or included in the asset management fee. They also offer retirement plan services to retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees negotiable above $6,000,000.
538 Valley Brook Road, Suite 100, Venetia, PA, 15367