| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Allegheny has the right to deviate from this schedule and negotiate fees on a client-by-client basis.
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
Get directionsNo 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 →Jason is a member of Blue Laurel, LLC and Yellow Bird Rentals, LLC, both residential rental properties, and a co-member of Cherry Grove, an oil and gas title research company. He also serves as a trustee for Chestnut Ridge Church and is involved with Compass Women's Center, dedicating minimal time to each activity.