| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable.
One Ppg Place, Suite 1700, Pittsburgh, PA, 15222
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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 →Alissa is an assistant at Curly Willow, Inc., a coffee and floral shop owned by her parents, and a caregiver at Pathways of SWPA, providing special needs respite care for her sister. She also owns Sound State Productions, LLC, managing administrative duties for her previously produced music; each of these activities requires minimal time.