Assets Under Management
$6.7B
Number of Clients
531
Number of Advisors
20
Average Client AUM
$12.6M
AUM per Advisor
$335.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
FNBIA offers investment management and supervisory services, providing advice on various securities. They consider each client's financial objectives and offer tailored investment strategies like Tactical Fundamental Core/Growth/Income, Faith Based Values, and Core Fixed Income. They also offer Federated Investment Counseling as a sub-advisory platform.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.50% |
Fees are negotiable in certain cases based on account size, relationship pricing, services required, and/or other factors. Discounted fee schedules are offered to current and former employees of FNBIA and its affiliates.
626 Washington Place, Pittsburgh, PA, 15219