Mary Stanek
Mary Stanek is a registered investment advisor at Elder Law Management, Elder Law Planning Services, based in Pittsburgh, PA, with 13 years of industry experience. Mary 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
309 Smithfield Street, Sixth Floor, Pittsburgh, PA, 15222
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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
Mary is the Chief Investment Officer for Elm Capital Management LLC and Eastern Financial Group, Inc. DBA Elder Law Management, dedicating nearly full-time hours to each. She also works as a Document Processing Specialist for NPC Inc., spending about 10-20% of her time there.
Employment History
Current Registrations
Elder Law Management, Elder Law Planning Services
Elm Capital Management LLC
Previous Registrations
Elder Law Management, Elder Law Planning Services
West Chester Capital Advisors INC
State Registrations3 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.