Joseph Clark is a CFA-designated registered investment advisor at Allegheny Financial Group LTD, based in McMurray, PA, with 1 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,955 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allegheny Financial Group offers several investment management options:
- Comprehensive Portfolio Management (PMA): Fees are calculated as a percentage of the assets they manage for you.
- Investment Management Services (IMA): Fees range from 0% to 1% per year, depending on the amount they manage for you.
- Streamlined Account Management (SAM): The fee is 0.75% per year of the assets they manage for you.
Location
McMurray, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Allegheny Financial Group LTD
State Registrations1 state
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