Andrew Pursel is a CFP, ChFC-designated registered investment advisor at Matune Basile Advisors, based in Hermitage, PA, with 6 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 264 clients with $340M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fees are negotiable. The minimum annual fee will be $2,500. Legacy clients and family & friends of MBA associates may pay lower fees.
Fee Estimator
Location
295 N. Kerrwood Dr. Suite 102, Hermitage, PA, 16148
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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
Matune Basile Advisors
Previous Registrations
Dinuzzo Private Wealth, INC.
State Registrations1 state
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