Athena Mallios is a CFP-designated registered investment advisor at Petredis Investment Advisors, based in Warrendale, PA, with 3 years of industry experience. Athena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 535 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees may be based on cumulative household assets under management. Existing clients may be grandfathered and charged according to their existing fee rate. For certain clients or specific client holdings, PIA may negotiate a fee rate that differs from the standard fee.
Fee Estimator
Location
100 Pinewood Lane, Suite 307, Warrendale, PA, 15086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Petredis Investment Advisors
State Registrations2 states
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