You’re entitled to 100% transparency when choosing a financial advisor. When it comes to our fees, we’re an open book.
Our fee-only structure means you can count on professional advice inspired by your best interest, every time. With commission-free compensation, the only gain we’re invested in is yours.
Your financial planning experience should be seamless and adapted to your needs. Most of our clients benefit from a comprehensive approach that includes financial planning, investment management, or a combination of both. At Market Street, these services fall under the umbrella of wealth management, through which we provide personalized support for all of our clients, in every stage of life. We offer our Wealth Management services for a fee based on a percentage of assets under management (AUM), billed quarterly in arrears.
Our fee structure for wealth management is simple: it’s based on the value of your portfolio.
| Portfolio Assets | Annual % Fee |
|---|---|
| Up to and including $500,000 | 1.30% |
| In excess of $500,000 and including $1,000,000 | 0.80% |
| In excess of $1,000,000 and including $5,000,000 | 0.65% |
| In excess of $5,000,000 and including $10,000,000 | 0.45% |
| In excess of $10,000,000 and including $25,000,000 | 0.35% |
| In excess of $25,000,000 | Negotiable |
After the initial billing period, all CLIENTS are subject to a minimum quarterly fee of $1,625.00
If you’re a young professional with a portfolio of less than $250,000, our Foundations program is best suited for you. The goal of Foundations is to jumpstart your wealth over the course of four years. As your wealth increases during that time, so do the fees associated with Foundations.
After four years, you “graduate” into a traditional wealth management relationship with Market Street. You can see the fees for wealth management above.
Have more questions about our fees, or about starting a relationship with Market Street?
Market Street offers wealth management with a fee-only structure to clients in the local Indianapolis area and throughout the US.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Market Street Wealth Management Advisors, LLC is engaged, or continues to be engaged, to provide investment advisory services.
