Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $12,000 to $120,000, while business consulting fees range from $15,000 to $50,000 for initial services and $12,000 to $100,000 per quarter thereafter. These fees are negotiable. The firm charges an annual fee for investment management services based on assets under management, not exceeding 2.75%.
Areas of Practice
Advisor Information
Office location
301 Grant Street, Suite 3550, Pittsburgh, PA, 15219
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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 ActivitiesSells Insurance
Brian is an independent licensed insurance agent since 2011, selling life, long-term care, and fixed/variable annuities. He is also a partner at Defiant Interchange Advisors LLC, an M&A advisory firm, dedicating a few hours per week to advising business owners. Brian also works as a distribution manager for Astrove Family LLC, spending minimal time on this activity.