Christian Zernich
Christian Zernich is a registered investment advisor at US Asset Management, LLC, based in Pittsburgh, PA, with 32 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for amounts in excess of $5,000,000.
Fee Estimator
Location
211 N. Whitfield Street, Suite 201, Pittsburgh, PA, 15206-3030
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
April 2024Customer Dispute
December 2005Regulatory
December 2001Other Business ActivitiesSells Insurance
Christian is a licensed insurance agent selling fixed insurance products, including annuities, life, health, and dental insurance. He also provides financial services in executive benefits and investment advisory services through Stratos Wealth Partners, spending about a quarter of his time on each of these activities.
Employment History
Current Registrations
US Asset Management, LLC
Previous Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
CUNA Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
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.