Alissa Garcia
Alissa Garcia is a CFP-designated registered investment advisor at Schneider Downs Wealth Management Advisors, LP, based in Pittsburgh, PA, with 11 years of industry experience. Alissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 756 clients with $2.9B 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 $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 at the sole discretion of Schneider Downs Wealth Management Advisors.
Fee Estimator
Location
One Ppg Place, Suite 1700, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
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.
Employment History
Current Registrations
Schneider Downs Wealth Management Advisors, LP
Previous Registrations
Oakmont Capital Management, LLC
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
State Registrations1 state
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