Interchange Capital Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Interchange Capital Partners is a registered investment advisor based in Pittsburgh, Pennsylvania. The firm provides investment management, wealth management, and financial planning services. Interchange Capital Partners builds diversified portfolios primarily using low-cost exchange-traded funds and model portfolios, tailoring its advice to each client's specific risk tolerance, time horizon, and financial goals. In addition to traditional portfolio management, the firm offers financial planning on a standalone basis or as part of a comprehensive wealth management relationship. Interchange Capital Partners also advises on private funds and alternative investments for qualified investors, and maintains strategic relationships to support its operations and client offerings.

Assets Under Management$740M
Clients218
Advisors8
Avg. per Client$3.4M
Avg. per Advisor$93M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiable and will not exceed 2.75% per year.

Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location

8 Advisors at this firm

Interchange Capital Partners - Fees, AUM & Advisors | TrueAdvisor