Retire Pittsburgh Management offers investment advice and manages investment portfolios for individual clients. They gather financial information, determine client goals, and select a model portfolio aligned with their needs. The firm monitors portfolio performance and rebalances accounts as needed. They advise on various securities, including stocks, bonds, and mutual funds. Retire Pittsburgh Management does not manage wrap fee programs.
Assets Under Management$63M
Clients104
Advisors3
Avg. per Client$610K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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