Mark Meloro
Mark Meloro is a registered investment advisor at Market Street Wealth Management, based in West Chester, PA, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,052 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
999 West Chester Pike, Suite 202, West Chester, PA, 19382
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2025Other Business ActivitiesSells Insurance
Mark is involved in several businesses including fee-based investment management and planning, tax preparation, and insurance sales and service. He also uses DM3 Consulting LLC for accounting and expense payments.
Employment History
Current Registrations
Market Street Wealth Management
USA Financial Securities LLCBroker
Previous Registrations
USA Financial Securities Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Ing Funds Distributor, INC.Broker
Directed Services, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.