Charles Petredis
Charles Petredis is a registered investment advisor at Petredis Investment Advisors, based in Warrendale, PA, with 42 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 535 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees may be based on cumulative household assets under management. Existing clients may be grandfathered and charged according to their existing fee rate. For certain clients or specific client holdings, PIA may negotiate a fee rate that differs from the standard fee.
Fee Estimator
Location
100 Pinewood Lane, Suite 307, Warrendale, PA, 15086
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Charles is a finance committee member for Shadyside Academy and Holy Trinity Greek Orthodox Church, and a finance advisory board member for Penn State Smeal College of Business. These activities involve reviewing budgets, allocations, cash flows, and discussing strategic matters, each requiring minimal time.
Employment History
Current Registrations
Petredis Investment Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Hunter Associates, INC.Broker
Parker/hunter IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.