Sarah
Wilson

Marquette Associates, Inc

CRD#3109538
Investment Advisor
in West Chester, PA

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About this Advisor

Sarah Wilson is a financial advisor based in West Chester, Pennsylvania who has 12 years of industry experience. Wilson currently works for Marquette Associates, Inc. Throughout their career, they have worked at Peirce Park Group and Marquette Associates, Inc. Wilson maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in Pennsylvania. Marquette Associates, Inc is an advisory business operating out of West Chester, PA. The investment advisory business has a total of six employees. It administers $839 million in assets under management among its 18 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides services to four charities and foundations. The advisory firm performs a number of services, such as portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees largely vary depending on which services the firm provides the client. However, fee types charged by Marquette Associates, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

600 Willowbrook Lane Suite 610
West Chester, PA 19382

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Marquette Associates, Inc Brokerage Details

Total Assets Under Management

$838,467,105

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

6

PA Average: 41
Total Number of Accounts

18

PA Average: 3,342
Average Account Size

$46,581,506

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Sarah Wilson Work History

Sarah has been registered as a financial advisor for 12 years.*

2017 - Present (7 years)

Marquette Associates, Inc

2010 - 2017 (7 years)

Peirce Park Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sarah Wilson 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 Marquette Associates, Inc

Patrick Wing
West Chester, PA
Sarah Wilson
West Chester, PA
Lee Martin
West Chester, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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