Advisor at Allegheny Investments
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Firm
Allegheny Investments
Location
Pittsburgh, PA 15237
Credentials
CFP®, Series 66
Industry experience
9 years
Jason Bolen is a CFP® professional with nine years of industry experience, currently serving at Allegheny Investments. He has been associated with Cunningham Powell Alexander A.C. since 2013. Outside of his advisory role, Bolen is involved as a trustee at Chestnut Ridge Church and participates in community organizations such as Compass Women's Center. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes personalized, diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.
Based on Allegheny Investments
Flat or retainer fees negotiable for financial planning and other services
$0 - $2,500,000: 1.00% annually $2,500,000 - $5,000,000: 0.65% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000 - $25,000,000: 0.45% annually $25,000,000 - $50,000,000: 0.40% annually $50,000,000+: 0.35% annually
Commission revenue earned on certain insurance products and securities transactions; amount varies
Maximum hourly fee rate $500.00 for financial planning services
Fee-only: Maximum hourly fee rate $500.00; fees negotiable as flat, retainer, or hourly basis for financial planning
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237
West Virginia
Cunningham Powell Alexander A.C.
2013 - Present (13 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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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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