CP
CFA · CFP
CP
CFA · CFP

Christopher Pretsch

18 Years of Experience
Pittsburgh, PA

Christopher Pretsch is a CFA, CFP-designated registered investment advisor at Staley Capital Advisers INC, based in Pittsburgh, PA, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 424 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
424 clients
Average Client Portfolio
$6.8M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M0.75%
$3.0M - $10.0M0.55%
$10M+0.35%

Some client relationships are charged a flat percentage rate rather than a scaled fee. Flat percentage fees for private accounts ranged from 0.125% to 0.55% on 12/31/2024, depending on the number, size, and complexity of the accounts within the relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Oxford Centre, 301 Grant Street, Suite 3950, Pittsburgh, PA, 15219

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History

Regulatory 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.

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Employment History
Current Registrations
Staley Capital Advisers INC
July 2007 - Present · 18 yrs 9 mos
State Registrations2 states
PATX
Advisor

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.

Exams
No exam information available for this advisor.
Christopher Pretsch - Financial Advisor | TrueAdvisor