Market Street Wealth Management provides customized investment advisory solutions and financial planning services primarily to individuals and high-net-worth clients. Market Street Wealth Management builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds based on each client's specific goals, risk tolerance, and time horizon. The firm offers both discretionary and non-discretionary management, meaning it can make trades on your behalf or ask for your approval first. In addition to investment management, Market Street Wealth Management provides financial planning covering retirement, education savings, insurance, and overall wealth strategies. The firm also offers specialized planning and retirement plan advisory services for younger investors. Market Street Wealth Management acts in a legally required best-interest capacity as a fiduciary for its clients. Some representatives of Market Street Wealth Management also operate as registered representatives of a broker-dealer or as insurance agents, presenting potential conflicts of interest regarding commission-based products, though clients are never obligated to use those services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management.