Interchange Capital Partners
Assets Under Management
$595.9M
Number of Clients
204
Number of Advisors
5
Average Client AUM
$2.9M
AUM per Advisor
$119.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Interchange Capital Partners provides investment and wealth management services, including financial planning, business consulting, and discretionary/non-discretionary portfolio management. They tailor services to individual client needs, assessing risk tolerance and financial situations. The firm may use independent investment managers and Dynasty Financial Partners for operational support and investment programs.
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
Location
301 Grant Street, Suite 3550, Pittsburgh, PA, 15219