David Jeter is a CFP-designated registered investment advisor at Allegheny Financial Group, based in Pittsburgh, PA, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 3,971 clients with $5.6B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Fees are negotiable on a client-by-client basis. Other programs such as Streamlined Account Management charge a flat 0.75%, and standard investment management ranges from 0% to 1.00%.
Fee Estimator
Location
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David is a trustee for the Jeter Trust, a marital trust, since 1999. He also volunteers as a CFP providing pro bono financial planning for cancer patients, dedicating minimal time.
Employment History
Current Registrations
Allegheny Financial Group
Previous Registrations
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
Hantz Financial Services, INC.Broker
Vestax Securities CorporationBroker
Concord Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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
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