Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are based on the time required and complexity of the plan. For asset management (Hapanowicz SWIM program), the annual investment advisory fee varies up to 2.0% of assets, negotiable based on factors like account size and trading activity. Fees are debited quarterly in advance. The minimum household account size is $1,000,000, with exceptions for family members of existing clients ($300,000 minimum). Clients may choose SWIM1 (transaction charges apply) or SWIM2 (higher advisory fee, no transaction charges). Retirement plan consulting fees for sponsors and participants are up to 1% of assets, negotiable.
Areas of Practice
Advisor Information
Office location
Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA, 15220
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
Christina is involved in several investment-related activities through Hapanowicz & Associates Financial Services, Inc., including DBAs for LPL Business and registered investment advisor services. These activities take up a significant amount of Christina's time, with some roles requiring nearly full-time commitment and others about a quarter of her time.