Market Street Wealth Management (MSWM) offers customized investment solutions and financial planning services. MSWM works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. MSWM also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. They may refer clients to other professionals like accountants and attorneys. MSWM may recommend unaffiliated money managers, with the client paying the manager's fee in addition to MSWM's fee.
Fee Structure
Market Street Wealth Management charges a percentage of your portfolio's value each year. The exact percentage depends on the size of your portfolio:
- Up to $1,000,000: 1.00% - 1.25%
- $1,000,001 to $2,000,000: 0.85% - 1.00%
- $2,000,001 to $5,000,000: 0.75% - 0.85%
- $5,000,000 and over: 0.60% - 0.75%
Fees may be negotiable.