William Belko
William Belko is a CFA, CFP-designated registered investment advisor at Roble, Belko and Company, INC., based in Sewickley, PA, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 225 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for assets over $25 million. For accounts less than $3 million, fees are negotiated, ranging from $5,000 to $20,000 annually.
Fee Estimator
Location
2200 Georgetowne Drive, Suite 200, Sewickley, PA, 15143
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Regulatory History (1)
Regulatory
April 2005Employment History
Current Registrations
Roble, Belko and Company, INC.
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.