Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
216 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$335.4M
Fee Structure
Minimum Investment:$300K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Contact
James Jude Holtzman
Location
5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Legend Financial Advisors INC
April 2004 - Present · 21 yrs 10 mos
Previous Registrations
Emergingwealth Investment Management, INC.
October 2009 - March 2024 · 14 yrs 5 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Contact
James Jude Holtzman