Andrew Pellegrino is a CFP-designated registered investment advisor at Plum Street Advisors, LLC, based in Pitttsburgh, PA, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 170 clients with $360M 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 $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.30% |
| $7.5M+ | 0.20% |
Fee Estimator
Location
Pitttsburgh, PA
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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 Activities
Andrew is a member of several LLCs (Pelcasa Properties LLC, Arkansas Property LLC, Brightwood Property LLC, and LaSalle Property LLC) and a joint owner of Central Square Property, all related to managing residential rental properties. He also works as a business development consultant/advisor for SAVVY Labs Inc., dedicating minimal time to each of these activities.
Employment History
Current Registrations
Plum Street Advisors, LLC
Previous Registrations
Amg Distributors, INC.Broker
Mbsc Securities CorporationBroker
Mellon Funds Distributor, L.P.Broker
Mbsc, LLCBroker
State Registrations5 states
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