Overview
- Headquarters
- Pittsburgh, PA
- Total Firm Assets
- $30.3 billion
- Average High-Net-Worth Client Portfolio Size
- $1.7 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: PORTFOLIO SOLUTIONS STRATEGIST (2026-09-08) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 2.00% |
| $250,001 | $500,000 | 1.75% |
| $500,001 | $1,000,000 | 1.50% |
| $1,000,001 | $2,000,000 | 1.25% |
| $2,000,001 | $4,000,000 | 1.00% |
| $4,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,875 | 1.69% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
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
- 17.71%
- Number of High-Net-Worth Clients
- 3,185
- Total Client Accounts
- 164,103
- Discretionary Accounts
- 161,518
- Non-Discretionary Accounts
- 2,585
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 129052
- PORTFOLIO SOLUTIONS STRATEGIST (2026-09-08) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗