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Kristin Rhad

Federated Investment Counseling
13 Years of Experience
Pittsburgh, PA
1 Disclosure
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Kristin Rhad is a registered investment advisor at Federated Investment Counseling, based in Pittsburgh, PA, with 13 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 8,721 clients with $210B in assets under management.

Federated Investment Counseling
Compensation
Fee-Only (% of Portfolio)
Firm Size
242 advisors
Number of Clients
8,721 clients
Average Client Portfolio
$23.8M average
Assets Under Management
$207.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.70%
$50.0M - $100.0M0.65%
$100M+0.50%

Schedule represents Small Cap Separate Accounts. Other strategies have distinct schedules. Fees are negotiable.

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

1001 Liberty Ave, Pittsburgh, PA, 15222-3779

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History

Regulatory History (1)
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Judgment / Lien
November 2019
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Federated Investment Counseling
October 2013 - Present · 13 yrs
State Registrations3 states
PAPRTX
Advisor

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Exams
No exam information available for this advisor.
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