Market Street Wealth Management Advisors provides investment management and financial planning services. For individual clients, the annual investment advisory fee generally includes investment advisory services and financial planning. Market Street also offers standalone investment management without financial planning. They also provide investment advisory services to ERISA retirement plans. Market Street may use DFA mutual funds and ETFs.
Fee Structure
Market Street Wealth Management Advisors offers investment management services where your fee is based on a percentage of the value of your portfolio.
Wealth Management (includes financial planning)
- Up to $500,000: 1.30% per year
- $500,000 to $1,000,000: 0.80% per year
- $1,000,000 to $5,000,000: 0.65% per year
- $5,000,000 to $10,000,000: 0.45% per year
- $10,000,000 to $25,000,000: 0.35% per year
- Over $25,000,000: Negotiable
Minimum quarterly fee of $1,625.00
Investment Management without Planning
- Up to $500,000: 0.91% per year
- $500,000 to $1,000,000: 0.56% per year
- $1,000,000 to $5,000,000: 0.45% per year
- $5,000,000 to $10,000,000: 0.32% per year
- $10,000,000 to $25,000,000: 0.25% per year
- Over $25,000,000: Negotiable
Minimum quarterly fee of $900.00
Foundations Program
- Up to $500,000: 1.30% per year
- $500,000 to $1,000,000: 0.80% per year
- $1,000,000 to $5,000,000: 0.65% per year
- $5,000,000 to $10,000,000: 0.45% per year
- $10,000,000 to $25,000,000: 0.35% per year
- Over $25,000,000: Negotiable
Minimum annual fee of $4,000.00
Clients who participate in the Vanguard program will pay an additional 0.20% advisory fee directly to Vanguard.