Pittsburgh Financial Planners (PFP) offers financial planning and portfolio management services to individuals, trusts, business entities, and sole proprietorships. PFP provides guidance on business succession, retirement planning, investments, insurance, and estate planning. PFP may recommend third-party investment managers. PFP does not participate in wrap fee programs.
Assets Under Management$160M
Clients179
Advisors3
Avg. per Client$900K
Avg. per Advisor$54M
www.pfpria.com ·www.linkedin.com/in/brian-yates-a764699 ·www.linkedin.com/in/steve-bierker-cfa-6282591
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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