Advisor at Centerview Wealth Advisors, LLC
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Firm
Centerview Wealth Advisors, LLC
Location
Pittsburgh, PA 15215
Credentials
Series 65
Industry experience
6 years
Charles Mertz is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with six years of industry experience. He has been with Centerview Wealth Advisors since 2018. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a combination of fundamental, technical, and quantitative analysis in its investment approach. The firm maintains direct accounting expertise within its principals and manages client assets in-house.
Based on Centerview Wealth Advisors, LLC
Financial planning fixed fees between $500 and $30,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
$100 to $300 per hour for financial planning services
Fee-only: Financial planning fixed fees between $500 and $30,000; hourly fees between $100 and $300 per hour
139 Freeport Road
Pittsburgh, PA 15215
Pennsylvania
Centerview Wealth Advisors, LLC
2019 - Present (7 years)
Centerview Wealth Advisors
2018 - 2018 (1 year)
Student
2003 - 2019 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Solid Oak Advisory
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