Matthew
Eichert

Market Street Wealth Management

CRD#3084098
Investment Advisor
in West Chester, PA

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About this Advisor

Matthew Eichert is a financial advisor based in West Chester, Pennsylvania, working with Market Street Wealth Management. Matthew has previously held positions at USA Financial Securities Corporation and Market Street Wealth Management, LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Matthew is part of Market Street Wealth Management, which operates out of West Chester, Pennsylvania. The firm has 4 offices and 16 employees. The firm manages assets totaling $589.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Market Street Wealth Management includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

999 West Chester Pike Suite 202
West Chester, PA 19382

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Market Street Wealth Management Brokerage Details

Total Assets Under Management

$589,151,971

PA Average: $15,833,994,310
Total Number of Employees

16

PA Average: 41
Total Number of Accounts

2,376

PA Average: 3,342
Average Account Size

$247,960

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Eichert Work History

2011 - Present (13 years)

Market Street Wealth Management, LLC

2005 - Present (19 years)

Usa Financial Securities Corporation

Disclosures

Please visit the SEC profile of Matthew Eichert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Market Street Wealth Management

Sarah Clayton
West Chester, PA
Matthew Dodge
West Chester, PA
Kelly Doherty
West Chester, PA
Troy Vogt
West Chester, PA
Richard Elias
West Chester, PA
John Prickett
Glen Mills, PA
Matthew Eichert
West Chester, PA
Mark Meloro
West Chester, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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