Anna Pfaehler is a CFP-designated registered investment advisor at Constellation Wealth Advisors, based in Cincinnati, OH, with 6 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 417 clients with $5.4B 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 | 1.00% |
Fees are generally based on assets under management and do not exceed 1.00% annually, or may be structured as flat fees not exceeding $500,000 annually. The firm maintains a standard minimum annual fee of $20,000. Fees are negotiable.
Fee Estimator
Location
255 East Fifth St., Suite 3000, Cincinnati, OH, 45202
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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
Anna is the sole member of Capricorn Holdings, LLC dba "Through the Branches", creating financial planning content. She also serves as a board member for the Cincinnati Estate Planning Council, a non-profit focused on estate planning education.
Employment History
Current Registrations
Constellation Wealth Advisors
State Registrations1 state
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.
Exams
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