Advisor at Market Street Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sea Isle City, NJ
Credentials
ChFC®, Series 63, Series 65
Industry experience
25 years
Matthew Eichert is a financial advisor with Market Street Wealth Management and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Market Street Wealth Management since 2011 and USA Financial Securities Corporation since 2005. Outside of advisory services, he is involved in tax planning and preparation for clients. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $715 million in client assets across a team of ten advisors.
Based on Market Street Wealth Management
Based on Market Street Wealth Management
Up to $10,000 fixed fee for financial planning; also flat monthly fees of $50 to $100 for younger investor planning services and $50 to $100 monthly fees for retirement plan advisory services.
$0 - $1,000,000: 1.00% - 1.25% $1,000,001 - $2,000,000: 0.85% - 1.00% $2,000,001 - $5,000,000: 0.75% - 0.85% $5,000,000+: 0.60% - 0.75%
Advisory persons may earn commissions as registered representatives of a broker-dealer, separate from advisory services.
Up to $200 per hour for financial planning services.
Fixed monthly fee ranging from $50 to $100 for planning services designed for younger investors; recurring monthly fees of $50 to $100 for retirement plan advisory services.
Fee-only: Investment advisory fees ranging from 1.25% to 0.60% annually based on tiered assets under management schedule; fees may be negotiable.
Sea Isle City, NJ
New Jersey · Pennsylvania
Market Street Wealth Management, Llc
2011 - Present (15 years)
Usa Financial Securities Corporation
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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