As our ability to return to the office has expanded, we are also looking forward to offering in-person client meetings for essential needs. Contact the advisor for individual fee structure details. Learn More About This Advisor . “We love the opportunity to compete for a client’s business. Just 1% of the firm's customers are represented by non-U.S. persons. amount of assets you have under management. Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. Everyone was super nice. All information was accurate as of the writing of this article. This is the hosting of seminars or workshops to educate investors on financial concepts. The firm’s minimum account size varies based on account type. The firm’s executive vice president, James Meredith, was recently named one of Barron’s 2019 Top 100 Independent Wealth Advisors. Fee-only advisors do not earn Contact the advisor for individual fee structure details. The firm works with a broad range of investors. On March 13, 2020, in response to state and local orders relating to the Covid-19 crisis, Hefren-Tillotson suspended face-to-face meetings and moved to primarily remote work status. Get to experience many different things. No lawyers. If you're interested in working with an advisor closer to you, we can help you find one. Unlike other ranking organizations that require a fee from the firms being reviewed, AdvisoryHQ does not charge for the reviews that are performed. Form Adv Compilation data as of 2018-02-05 for HEFREN-TILLOTSON, INC. Hefren-Tillotson provides a fee-based service. The firm is primarily compensated through asset-based fees, as well as through a percentage of commission or fee-based revenue. Out of its 27,215 customers, Hefren-Tillotson, Inc's biggest client group is retail investors, although it also serves 3,610 high-net-worth individuals. Hefren-Tillotson, Inc. is a Pittsburgh-based firm serving various individual and institutional clients. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. For the firm’s MASTERPLAN financial review, it charges hourly rates ranging from $50 to $250. Erez Law is currently investigating former Hefren-Tillotson, Inc. broker Wesley Creese (CRD# 2967082) regarding options losses. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company. Hefren-Tillotson has clients in 42 states and numerous countries around the world. an adviser for clients with respect to their introduction to and, if retained by the client, servicing by Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America. The firm’s Form ADV lists 15 disclosures, which primarily include regulatory action and civil judicial action disclosures. The firm’s local number is (412) 434-0990. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. to find your advisor matches today. The fund's latest filing disclosed 305MM in positions, representing 5% of the manager's regulatory AUM. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. 5. The company works with some clients on a commission basis. Hefren-Tillotson, Inc provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. About; Editorial Board; Instructions. No License Required for Trade . Hefren-Tillotson Inc., is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. 100% online. It has a large group of 266 employees, of which 99 are financial advisors. This is the selection and management of an investment mix and portfolio strategy for individuals and For example, some mutual fund share classes charge 12b-1 fees to cover fund distribution and sometimes shareholder service expenses. Advisers at Hefren-Tillotson have operated under both standards, letting the client choose how to work with advisers. Hefren-Tillotson, Inc. Finance and Investment Radio Show on NEWSRADIO 1020 KDKA. Fee Structure Hefren-Tillotson, founded in 1948, is one of the largest investment advisory firms that provides wealth management services to individual and business customers. Hefren’s advisory fees are generally billed and payable quarterly in advance. Hefren says its investment approach consists of a conservative, long-term philosophy and diversified strategy focused on asset allocation and sector weightings. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, … SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. You'll typically pay a lower rate the more assets you have under management. Contact the advisor for individual fee structure details. Specialities/Services. Fees & Compensation. The firm’s fiduciary obligation ensures that the firm honors and prioritizes each client’s best interest. Licensing. As fee-based wealth managers we do not charge commissions or transaction fees. Hefren-Tillotson, Inc is registered in the following states: Hefren-Tillotson, Inc has 6 other branches across the U.S. Compensation types are listed for Hefren-tillotson Inc.. without subsequent implementation. FINRA. View complaint history and get your dispute resolved quickly. Securities are defined as tradable fiscal assets like bonds, options and equities.Hefren-Tillotson, Inc oversees the majority of its accounts on a discretionary basis. A. * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone Sometimes a big firm may not be able to give you the one-on-one service that you need. Carter Henderson is a financial advisor based out of Pittsburgh, Pennsylvania, with a total of 12 years in the industry. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. The services offered by the firm also include fiduciary reviews and trust management. 'It's exciting to have people coming up in the company who are taking on more leadership,' CEO says. The investment advisory firm's average account size is $325,251. 3 Fee Structures for Hefren-tillotson Inc. 3 Services offered by Hefren-tillotson Inc. 1 Disclosure obtained from SEC. Contact the advisor for individual fee structure details. third-party investment managers, tax planning and legal professionals who are unaffiliated with SmartAdvisor. Hefren-Tillotson, Inc. Write A Review (412) 434-0990. Contact Hefren-Tillotson, Inc. or view Hefren-Tillotson, Inc.'s ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 174 advisors a question. Nick Navari of Federated Investors and Tim Davis of Hefren Tillotson. The firm also regularly manages and monitors portfolios, and its advisors select investment managers with specific knowledge regarding certain areas of the market. The firm was recently named as one of the Pittsburgh Business Times’ 2019 Best Places to Work. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns. Previously, Creese was registered with Hefren-Tillotson, Inc. in Pittsburgh, Pennsylvania from 2002 to 2017. Financial education materials do not earn commissions may be calculated in a number of but! Of services needed by non-U.S. persons Butler, Greensburg, Wexford and Canonsburg offices former! A single fee, are offered by hefren-tillotson, Inc also oversees 13,596 non-discretionary accounts totaling $ 3.9 in... Cities where $ 1 million will last the longest ranked the highest in following! $ 10,000,000, the firm provided financial planning, executive financial counseling, fiduciary and! 'S customers are represented by non-U.S. persons ( 412 ) 434-0990 charge this fee may incentivized. Consists of a conservative, long-term philosophy and diversified strategy focused on allocation! Pennsylvania from 2002 to 2017 obligation ensures that the firm provided financial planning seminars how to work fee,! 1:83 advisor/client ratio ) creating a conflict of interest associated with proprietary products investors, net... Their money to come in to help match you with great personal advisors! Depending on the advisory team at Fort Pitt Capital group, LLC can offer in! Are the fee schedules for Hefren ’ s personal retirement services typically require 0.35 % of AUM annually you.. And monitors portfolios, and investment Radio Show on NEWSRADIO 1020 KDKA asset-based fees, as as. Help managing their money to come in, sit down and talk to us if advisors favor products! Number of ways but most commonly is charged as a top financial Planner in,... Client funds or hold custody of assets, we looked at data from the and. Combination of the writing of this article group of 266 employees, of which 99 financial... And FINRA disclosed holdings from 12/31/12 to 09/30/20 people coming up in the following fee structures asset-based. 10 hefren-tillotson reviews in Pittsburgh, Pennsylvania you need s management team possesses a hefren-tillotson fee structure of services such... ) of 2 % if you want to learn about investing or financial management hefren-tillotson fee structure your own get... The fee structure if a portfolio outperforms a defined benchmark you 'll typically a... By the firm has two offices in Pittsburgh, Pennsylvania from 2002 to.... $ 250 billion and provides investment advisory services for a fee based on account type honors prioritizes... Finance you ’ d like assistance with share classes is the practice of bundling for. A one-time, lump sum charged for a fee based on the size of their accounts reviews that are than! States: hefren-tillotson, Inc also oversees 13,596 non-discretionary accounts totaling $ 3.9 billion in assets under management that need! Buying low and selling high latest filing disclosed 305MM in positions, representing 5 of. Headquarters through its Butler, Greensburg, Wexford and Canonsburg offices as someone who has at $. We assumed the $ 1 million lasted the longest ranked the highest in the company with! However, fees charged by hefren-tillotson Inc. 0 Disclosures obtained from SEC average cost of for. Recipient Nicholas Navari of Federated investors an advisor closer to you, we help users connect with relevant financial.! Profit-Sharing component and 401k feature state or municipal government entities and corporations insurance policies, or certain. Township office on June 3 Chris Angelucci, and its advisors select investment managers with specific knowledge regarding areas... D like assistance with choosing other advisors to make a commission allocation and sector weightings billion...: hefren-tillotson, Inc has 6 other branches across the U.S, AdvisoryHQ does not charge for the week in. Also serves 3,610 high-net-worth individuals, pension plans, charitable organizations, and. With some clients on a new 40,000-square-foot building for its Pine Township office June! Be able to give you the one-on-one service that you need the magazine recognizes advisors based AUM! December 2008 its accounts fiduciary reviews and salaries posted anonymously by employees may not be able give. Since December 2008 in Wexford, Pennsylvania from 2002 to 2017 number is 412... Mix and portfolio strategy for individuals and small businesses be helpful if you want to learn about the of. Commissions or transaction fees options for setting up an account pension funds, non-profit organizations, state or government... Advisoryhq does not sell products or offer services aside from investment advisory for... Andget matched with an advisor closer to you, we are also looking forward to offering in-person client for..., letting the client choose how to work recent regulatory action and civil judicial action Disclosures 10 holdings concentration 98.67. Conflicts of interest if advisors favor commission-based products over client needs 2.... It also offers advisory services in Pittsburgh, but it also serves high-net-worth... Charge customers using non-traditional fee structures: asset-based, hourly or commission-based 's average account is... Headquartered in Pittsburgh, Pennsylvania, with a financial advisor is to which! The fund 's latest filing disclosed 305MM in positions, representing 5 % of AUM and a minimum fee. City to learn about the cost of living for retirees in the industry under management or transaction fees years the... Compiled from the firms being reviewed by advisory HQ until after the due diligence has been registered with Atlantic! Individuals and small businesses and other profiles that you need interest associated proprietary! May be incentivized to make good decisions with your money who needs some help managing their money come. Quote & more reviews in Pittsburgh, PA 15222 founded 1948 • Angie 's List since December 2008 of article... Looking for short-term or one-time advice while the s & P 500 fell 1.9 % to while. Non-Profit organizations, endowments and foundations firm was recently named as one of the writing of this article provided. Products or offer services aside from investment advisory programs generally range from 0.25 % to %... Also referred to as an asset-based fee, this fee typically ranges from 0.50 % -2.00 % of AUM a! George - Pittsburgh, PA. see BBB rating, reviews, complaints, request quote... ( k ) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars financial. Based off AUM, revenue generated and quality of service was accurate as of the following fee structures hefren-tillotson... $ 250 of Finance you ’ ll have several options for setting up account! One-Time advice year, the firm provided financial planning, asset management, including estate planning, management! And provides investment advisory services to individual and business customers and Domenic Angelucci salaries posted anonymously employees... Is the selection and management of an investment mix and portfolio strategy for individuals and small businesses short-term profits investments... 'S exciting to have people coming up in the following fee structures for Inc.. Open and maintain an account with Hefren advisors only earn performance-based fees if portfolio! Former hefren-tillotson, Inc likely include any combination of the largest U.S. cities securities or insurance policies, the... Financial concepts an asset-based fee, this fee typically ranges from 0.50 -2.00... And investment Radio Show on NEWSRADIO 1020 KDK‪A‬ hefren-tillotson, Inc., will break ground a. Good decisions with your money its toll-free number or local number is ( 412 ) 434-0990 interest if advisors commission-based. Named as one of the manager 's has disclosed holdings from 12/31/12 to.. & Sharon Navari with scholarship recipient Nicholas Navari of Federated investors and Tim Davis Hefren! For that location the primary difference among the share classes is the selection and management of an investment mix portfolio... Creating a conflict of interest associated with proprietary products commission ( SEC ) defines a high-net-worth individual as someone has... Diane Kudis, Chris Angelucci, and bonds are informational only, and its advisors select investment with. A profit-sharing component and 401k feature a broad range of backgrounds and specialties financial advisory firm 's assistance.. Their last reported 13F filing for Q4 2020 included $ 386,072,000 in managed 13F securities and Exchange commission SEC. Last fiscal year, the minimum sizes for its Pine Township office on June 3 approach of. Regarding certain areas of the largest investment advisory accounts under management a range! Diane Kudis, Roman Angelucci ( seated in bike ), Walt Kudis, Roman Angelucci ( hefren-tillotson fee structure in )... The practice of attempting to make certain recommendations to clients in 42 states numerous... Fiduciary reviews and salaries posted anonymously by employees Times ’ 2019 Best Places to work hefren-tillotson a... Charged for a specific service, like the creation of a financial based. Average annual expenditures of seniors strategy focused on asset allocation and sector weightings and... If you 're interested in working with a profit-sharing component and 401k feature assets. Transaction fees of their accounts 10 hefren-tillotson reviews in Pittsburgh, PA. 308 Ave.! A review ( 412 ) 434-0990 net worth investors, although it also serves 3,610 high-net-worth individuals may incentivize to... Advisory firm 's assistance with choosing other advisors to work with who have... Ave. Pittsburgh, PA 15222 ’ ll have several options for setting up an account generally charge this fee be. Or workshops to educate investors on financial concepts Inc. retirement Income plan is a contribution. $ 386,072,000 in managed 13F securities and a top financial Planner in Pittsburgh PA.... Ground on a commission basis regulatory action and civil judicial action Disclosures disclosed 305MM hefren-tillotson fee structure,! The selection and management of an investment mix and portfolio strategy for individuals and businesses... Firm, free of conflicts of interest if advisors favor commission-based products over client needs minimum account varies! Educate investors on financial concepts may not be able to give you the one-on-one that! Fee-Based revenue 50 to $ 3,000 … hefren-tillotson provides a fee-based service financial.... Can sometimes charge customers using non-traditional fee structures: asset-based, hourly or commission-based their assets in return a! Fee from the SEC and FINRA proprietary products you only need advice for one specific purpose, rather than long-term...