Fnb Wealth Management
Assets Under Management
$6.7B
Number of Clients
531
Number of Advisors
20
Average Client AUM
$12.6M
AUM per Advisor
$335.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FNBIA offers investment management and supervisory services, providing advice on various securities. They consider each client's financial objectives and offer tailored investment strategies like Tactical Fundamental Core and Faith Based Values. FNBIA also offers Federated Investment Counseling, a separately managed account platform.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.50% |
Managed Portfolio (Equity or Equity/Fixed Income Blend)
Fee Estimator
Fees are calculated as a percentage of the market value of assets under management and are billed monthly in arrears. The minimum annual fee is $5,000. Actual client fees may vary based on householding, account inception date, and other factors. Fees are negotiable in certain cases based on account size, relationship pricing, and services required. Clients will also incur expenses such as mutual fund and ETF expenses, and management fees paid to third-party managers.
Areas of Practice
Location
626 Washington Place, Pittsburgh, PA, 15219