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Paul Magovern

20 Years of Experience
Pittsburgh, PA

Paul Magovern is a registered investment advisor at Guyasuta Investment Advisors, Incorporated, based in Pittsburgh, PA, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 478 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
478 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $7.0M0.65%
$7.0M - $10.0M0.50%
$10M+0.35%

Rates shown are for 100% equity portfolios. Fixed-income schedules start at 0.60% and scale down to 0.20%. Blended asset portfolios use customized negotiated schedules starting at 0.85%. All fees are negotiable.

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

285 Kappa Drive, Suite 220, Pittsburgh, PA, 15238

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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
Guyasuta Investment Advisors, Incorporated
August 2007 - Present · 19 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2005 - August 2006 · 1 yr 1 mo
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
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