Jared Orr is a CFP-designated registered investment advisor at Federated Investment Counseling, based in Pittsburgh, PA, with 3 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,578 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federated Investment Counseling charges fees based on a percentage of the assets they manage. These fees vary depending on the type of account and the amount of assets.
For separate accounts, fees range from 0.06% to 0.75% depending on the asset class and amount invested. For managed accounts, fees range from 0.25% to 0.85%. Some accounts may also have performance-based fees. Fees are negotiable and may be modified based on the services provided and the terms of the agreement.
Location
Pittsburgh, PA
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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 →Employment History
Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
Federated Global Investment Management CORP.
Federated Investment Counseling
Federated Securities CORP.Broker
Federated Securities CORP.
Federated Securities CORP.
State Registrations52 states
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.