Charles Petredis is a CFA-designated registered investment advisor at Petredis Investment Advisors, based in Warrendale, PA, with 14 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 535 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees may be based on cumulative household assets under management. Existing clients may be grandfathered and charged according to their existing fee rate. For certain clients or specific client holdings, PIA may negotiate a fee rate that differs from the standard fee.
Fee Estimator
Location
100 Pinewood Lane, Suite 307, Warrendale, PA, 15086
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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
Charles is a member at large of the Whitetail Crossing HOA, spending minimal time attending meetings and voting. He also serves as a board member for The Saint Constantine School of Pittsburgh, dedicating minimal time to meetings and school operations guidance.
Employment History
Current Registrations
Petredis Investment Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 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.