Matthew Helfrich
Matthew Helfrich is a CFP-designated registered investment advisor at Waldron Private Wealth, based in Bridgeville, PA, with 21 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 455 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waldron Private Wealth charges an annual investment management fee that varies up to 1.50% of the total value of your portfolio. The fee is based on factors like the amount of assets managed, the complexity of the engagement, and the scope of services. Clients may pay different fees for similar services, and other advisors may offer lower fees.
Location
44 Abele Road, Suite 400, Bridgeville, PA, 15017
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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
Matthew serves as a co-trustee for client trusts, sits on an advisory council for Duquesne University, is a board member for YPO Pittsburgh Chapter, Propel Schools Foundation, and Pace School, and is an Investment & Audit Committee Member at Duquesne University. Matthew is also an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Waldron Private Wealth
Previous Registrations
LPL Financial LLC
State Registrations1 state
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