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Elizabeth Urish

12 Years of Experience
Pittsburgh, PA

Elizabeth Urish is a registered investment advisor at Steel Tower Investments, based in Pittsburgh, PA, with 12 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 68 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
68 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$258.7M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard fee is 1.5% of assets under management, but may be negotiated up or down based on individual circumstances. Fees will not exceed 2%.

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

444 Liberty Avenue, Suite 1400, Pittsburgh, PA, 15222

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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
Steel Tower Investments
August 2013 - Present · 12 yrs 9 mos
State Registrations1 state
PA
Advisor

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Exams
No exam information available for this advisor.