What should you consider when choosing a financial services company?

Beware of a salesperson hiding behind a “financial advisor” title. Job titles such as Wealth Manager, Money Manager, and Financial Advisor are not professional designations, and many people with these titles sell investment products. The money to pay their commission comes directly from your assets; either taken as a percentage of your portfolio or your earnings, and the exact amount is often unclear. Fort Pitt Capital Group’s fee-only advisors do not sell products and therefore are paid only a fully transparent fee. Curious how our fees stack up against a commissioned broker? We provide a no-cost or obligation analysis.

Our Fees

Fort Pitt Capital is a “Fee-Only” adviser, which means that our investment management fees are based solely on the dollar amount of assets that we manage for you. You can generally expect a maximum investment management fee of 1.00%; however, your fees will vary (and in some cases be reduced) based on the total amount managed. Typically, our minimum initial investment amount is $500,000, but we can accept lower amounts when deemed appropriate. Do not hesitate to contact us. We are upfront and honest about how we can help you and the fees you can expect. You can see our full disclosure document here: Form ADV.

Fiduciary

We have a fiduciary duty when we manage your assets, meaning that your best interests must be prioritized. The distinctions of a fiduciary are both ethical and legal with strict standards that assure we act with a Duty of Care and a Duty of Loyalty, which means part of our inherent business model is to put your best interests first.

Fee-Only

Our firm is ‘fee-only.’ Our only portfolio management compensation comes from the fully transparent fee structure. Both our fee-only and RIA-only Financial Advisor status contribute to the trust that occurs when the firm’s interests directly align with yours. There are no hidden charges, product biases, or conflicting motivations associated with the investment services or advice we deliver to those who work with us. A primary principle in the firm’s founding was that this transparency benefits you.

Why choose a fee-only, Registered Investment Advisor?

An ‘Independent’ financial services company is NOT Always:

Fee-Only
A Registered Investment Advisor
A Fiduciary
Transparent

Our Services Include

Financial Services Overview:

Customized Portfolio Management:

Active Management
Asset Allocation
Security Selection
Performance Tracking
Risk/Return Comparison
Outsourced Chief Investment Officer (OCIO)

Investment Advice & Financial Planning:

Investment Analysis
Portfolio Evaluation
Retirement Planning
Saving for College
Business Transition
Financial Analysis
Exit Planning

Wealth Management:

Intergenerational Planning
Retirement Income Planning
Cash Flow Management
Wealth Distribution Strategies

Fort Pitt Capital Group’s personalized solutions help our clients achieve financial success.

The result? Peace of mind.

Let's Talk

How We Charge