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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees are negotiable at the discretion of FFA.
Fee Estimator
Asset Management fees are based on a percentage of the market value of your accounts, according to the schedule below. Fees are negotiable. Retirement Asset Modeling Services have a flat fee ranging from $100 to $450. Investment Account Advisory Services are also based on a percentage of the market value of your accounts, according to the schedule below. Fees may be discounted for active-duty military or reserves, non-profit organizations and employee family related accounts. The advisory fee is shared between FFA and its advisory representatives.
Areas of Practice
Advisor Information
Office location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Leigh works as a Registered Investment Advisor (RIA) with Fragasso Financial Advisors. This is a full-time commitment, with 130 hours per month during trading hours.