Robert Yelenovsky
Robert Yelenovsky is a registered investment advisor at Private Client Services, LLC, based in Sewickley, PA, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (1)
Financial
January 2021Other Business ActivitiesSells Insurance
Robert is a Senior Vice President and Manager at Fragasso Financial Advisors, a Registered Investment Advisor. He is also an independent insurance agent, a member of a non-profit committee, a member of Sandhill Crane Partners LLC (established to hold real estate), and a member of The Investment Advisory Group, LLC, where he advises clients on financial planning, including investments and insurance.
Employment History
Current Registrations
Private Client Services, LLCBroker
Fragasso Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Waddell & ReedBroker
Waddell & Reed
Morgan Stanley
Morgan StanleyBroker
State Registrations18 states
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.