Advisor at Fragasso Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fragasso Financial Advisors
Location
Sewickley, PA 15143
Credentials
Series 66
Industry experience
12 years
Based on Fragasso Financial Advisors
Based on Fragasso Financial Advisors
Retirement Asset Modeling Services fees: $100 for 0-5 investment choices; $250 for 6-10 choices; $450 for 11+ choices.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.45% $20,000,001+: 0.30%
Account minimum: $250,000
2200 Georgetown Drive, Suite 302
Sewickley, PA 15143
Pennsylvania
Private Client Services
2018 - Present (8 years)
Fragasso Financial Advisors
2016 - Present (10 years)
LPL Financial
2015 - 2018 (3 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63
Pittsburgh, PA
A. Neff Associates LLC
Series 63, Series 65
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Expert Financial Services, LLC
Series 65
Baden, PA
War Streets Capital, LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFP®, Series 63, Series 65
Wexford, PA
Drazga Wealth Advisors, LLC
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
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