Jason Bolen is a CFP-designated registered investment advisor at Allegheny Investments, based in Pittsburgh, PA, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,427 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Rates reflect the Comprehensive Portfolio Management program. Other programs have different schedules (e.g., Asset Management Service starts at 1.00% for the first $1M and drops to 0.25% above $25M; Streamlined Account Management is a flat 0.75%). Fees are negotiable.
Fee Estimator
Location
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
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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
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.
Employment History
Current Registrations
Allegheny Investments
Previous Registrations
Allegheny Investments, LTD.Broker
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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