Demetrius Kokales
Demetrius Kokales is a CFP-designated registered investment advisor at Schneider Downs Wealth Management Advisors, LP, based in Pittsburgh, PA, with 6 years of industry experience. Demetrius 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.
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
Demetrius is a board member of the Society of Financial Service Professionals / Pittsburgh Chapter since July 2023. This requires minimal time commitment.
Employment History
Current Registrations
Schneider Downs Wealth Management Advisors, LP
Previous Registrations
Fort Pitt Capital Group, LLC
PNC InvestmentsBroker
State Registrations1 state
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