MST Wealth Advisors offers individualized wealth management, automated portfolio management, and financial planning services. The firm designs customized investment portfolios based on each client's specific financial goals, time horizon, tax situation, and risk tolerance. MST Wealth Advisors uses a combination of individual stocks, exchange-traded funds, mutual funds, and fixed income securities. In addition to traditional portfolio management, MST Wealth Advisors provides automated investment portfolios through an institutional affiliation with Charles Schwab. The firm also offers personal financial planning, retirement plan consulting for businesses, and trustee services for select clients. MST Wealth Advisors operates as a registered investment advisor and acts in the best interest of its clients.
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% |
Fees are negotiable for accounts over $6,000,000. Automated portfolios charge a flat 0.50% for accounts of $5,000 and above.