Paul Mehno

ChFC

Fragasso Financial Advisors

28 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Fragasso Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

2,126 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.25%
$500K - $1.0M	1.00%
$1.0M - $5.0M	0.75%
$5.0M - $10.0M	0.50%
$10.0M - $20.0M	0.45%
$20M+	0.30%

Fees are negotiable at the discretion of FFA.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Paul is a Vice President-Financial Advisor at Fragasso Financial Advisors, working nearly full-time. He also works as a tax preparer and an independent insurance agent, dedicating minimal time to each.