Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Allegheny, in its sole discretion, has the right to deviate from this schedule.
Fee Estimator
As part of the wrap fee program, you'll pay a single advisory fee that covers advisory services and transaction execution. This fee is a percentage of the assets in your account and is negotiable. For Comprehensive Portfolio Management (PMA), fees range from 1.00% on the first $2,500,000 to 0.35% on assets over $50,000,000. For Streamlined Account Management (SAM), the fee is 0.75% per year. These fees do not include other charges from Fidelity or fees charged within mutual funds or variable annuities. There are no minimum account values for the Allegheny Financial Group Wrap Fee Program accounts.
Areas of Practice
Advisor Information
Office location
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
Get directionsRegulatory History (1)
Customer Dispute
February 2020Other Business Activities
Jonathan is involved in numerous investment-related activities, primarily as a managing member or general partner for various AFG entities and funds since 2002. He also participates in Silver Threads, LLC, Erie Metal Basket, AFG-SBL, AFG-SBL II, and AFG-CCT, LLC, dedicating minimal time to each.