How We Charge

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 they do not necessarily provide the comprehensive advice we provide. Many times they are only focused on selling products, and that’s not us. Our guidance comes as a result of reviewing your entire financial picture and providing holistic financial advice.

Our Fees

Fort Pitt Capital Group provides full fee transparency. Curious about how our fees stack up? We offer a no-cost or obligation analysis.

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.

What We Offer Individual Investors

An ‘Independent’ financial services company is NOT Always:

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.

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