Paul Mehno
Paul Mehno is a ChFC-designated registered investment advisor at Fragasso Financial Advisors, based in Sewickley, PA, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,205 clients with $2.8B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Paul is a Vice President-Financial Advisor at Fragasso Financial Advisors, working nearly full-time. He also works as a tax preparer and an independent insurance agent, dedicating minimal time to each.
Employment History
Current Registrations
Fragasso Financial Advisors
Previous Registrations
Private Client Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Fortune Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.