Overview
- Headquarters
- Pittsburgh, PA
- Total Firm Assets
- $742 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
Fee Disclosure
Source: 2026 AI WRAP BROCHURE (2026-03-31)
· View brochure text
Latest filing: 2026 AI ADV PART 2A (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,500,000 | 1.00% |
| $2,500,001 | $5,000,000 | 0.65% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | $25,000,000 | 0.45% |
| $25,000,001 | $50,000,000 | 0.40% |
| $50,000,001 | and above | 0.35% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $41,250 | 0.82% |
| $10 million | $66,250 | 0.66% |
| $50 million | $233,750 | 0.47% |
| $100 million | $408,750 | 0.41% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 49.48%
- Number of High-Net-Worth Clients
- 175
- Total Client Accounts
- 3,261
- Discretionary Accounts
- 3,258
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 7597
- 2026 AI ADV PART 2A (2026-03-31) · View brochure text
- 2026 AI WRAP BROCHURE (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗