Market Street Wealth Management
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Overview
Market Street Wealth Management operates as an advisory company headquartered in West Chester, Pennsylvania. Market Street Wealth Management administers $481.3 million in assets under management throughout 2,271 accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). Market Street Wealth Management has a small group, including 11 financial advisors. Market Street Wealth Management does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets like stocks, bonds and options.
Market Street Wealth Management oversees all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions for the client's account without needing to seek the customer's approval. The investment advisory firm administers an average of $211,916 in assets for each client account. The typical advisor at Market Street Wealth Management oversees about 206 client accounts.
The company's headquarters is located at 999 West Chester Pike, West Chester, Pennsylvania 19382. The firm is allowed to serve clients throughout 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Market Street Wealth Management by the Numbers
$481.3 million
16
2,271
$211.9 thousand
Products and Services
Market Street Wealth Management offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the past fiscal year, it provided financial planning services to 1000 of its customers. Market Street Wealth Management is engaged in selling products or offering services other than investment advice to its customers. The company also has a number of financial industry affiliations, including with an accountant or accounting firm and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually are based on the financial services provided. Fee types charged by Market Street Wealth Management likely include the following fee structures: asset-based, hourly, fixed or other. Market Street Wealth Management does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Market Street Wealth Management caters to retail investors and high net worth investors. Out of its 2,271 customers, Market Street Wealth Management's biggest client by number of accounts is retail investors, but it also serves 97 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 10.81%
- Other Individuals - 89.19%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Market Street Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Market Street Wealth Management
Morehead City, NC
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
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