Constantine Kartsonas
Constantine Kartsonas is a CFA-designated registered investment advisor at Staley Capital Advisers INC, based in Pittsburgh, PA, with 19 years of industry experience. Constantine 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $10.0M | 0.55% |
| $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
Location
One Oxford Centre, 301 Grant Street, Suite 3950, Pittsburgh, PA, 15219
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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
Constantine is a board member and Vice Chair of the Western Pennsylvania School for the Deaf, a non-profit school. He dedicates minimal time to this role and is not compensated.
Employment History
Current Registrations
Staley Capital Advisers INC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Federated Investment Counseling
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.