DF
CFP
DF
CFP

David George Faith

30 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,356 clients
Average Client Portfolio
$467K average
Assets Under Management
$633.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.40%
$50M+0.35%

Allegheny has the right to deviate from this schedule and negotiate fees on a client-by-client basis.

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

Pittsburgh, PA

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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
Allegheny Investments
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Allegheny Investments, LTD.Broker
November 2001 - December 2024 · 23 yrs 1 mo
Berkowitz, Pierchalski INC.Broker
March 1997 - November 2001 · 4 yrs 8 mos
Allegheny Investments, LTD.Broker
September 1995 - April 1997 · 1 yr 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
David George Faith - Financial Advisor | TrueAdvisor