Ted Drost
Ted Drost is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Wexford, PA, with 18 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
11269 Perry Highway, Suite 430, Wexford, PA, 15090
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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 ActivitiesSells Insurance
Ted operates under the DBA name Fragasso Financial as a financial advisor, dedicating full-time hours to this role. He is also a registered investment advisor with Fragasso Financial Advisors and an independent insurance agent, spending minimal time on insurance activities.
Employment History
Current Registrations
Private Client Services, LLCBroker
Fragasso Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.
Select Financial Group, LLC
Royal Alliance Associates, INC.Broker
NFP Securities, INC.Broker
State Registrations9 states
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.