Howard Mcelfresh is a CFA-designated registered investment advisor at Ameriserv Wealth Advisors INC, based in Pittsburgh, PA, with 21 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Employees/Board Members of AmeriServ Financial receive a 10% discount. Non-profit and charitable organizations may also receive a 10% discount. AWA also has a separate fee schedule for fixed income only accounts: First $3 million: 0.60%, Next $2 million: 0.45%, Next $5 million: 0.35%, Over $10 million: 0.25%
Fee Estimator
Location
201 Penn Center Blvd, Suite 200, Pittsburgh, PA, 15235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ameriserv Wealth Advisors INC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Edward JonesBroker
Nylife Securities LLCBroker
Morgan Asset Management, INC.
Amsouth Asset Management, INC.
Amsouth Investment Management Company LLC
Fidelity Brokerage Services, INC.Broker
Hefren-Tillotson, INC.Broker
First Jersey Securities, INC.Broker
State Registrations1 state
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