CD
CFA · CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
204 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$595.9M
Fee Structure
Financial Plan Fee:$12,000 - $120,000
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
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
301 Grant Street, Suite 3550, Pittsburgh, PA, 15219
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Interchange Capital Partners
January 2022 - Present · 4 yrs
Previous Registrations
UBS Financial Services INC. Broker
April 2013 - July 2020 · 7 yrs 3 mos
UBS Financial Services INC.
April 2013 - July 2020 · 7 yrs 3 mos
MML Investors Services, LLC Broker
October 2011 - December 2012 · 1 yr 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.