Fort Pitt Capital Group

Retirement Planning Firm in Cumberland County, PA

Firm Info
Address: 507 N Front St, Harrisburg, PA 17101, USA
Phone: (717) 260-9281

Firm Size
Assets Under Management: $5 billion
# of Advisors: 43
# of Clients: 7,857
Client to Advisor Ratio: 183:1
Average Account Size: $636,276
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Fort Pitt Capital Group, LLC Overview

Fort Pitt Capital Group, LLC is a registered investment advisory firm headquartered in Pittsburgh, PA. The firm has been in business since 2015 and operates on a fee-based arrangement. Fort Pitt Capital Group offers a range of services, with a focus on providing investment advice and selling additional financial products. One of the key services offered by Fort Pitt Capital Group is financial planning. This includes creating customized plans for individuals and small businesses that help them achieve their financial goals. The firm also provides portfolio management services for these same clients, optimizing investment strategies to maximize returns. Fort Pitt Capital Group also operates as a portfolio management investment company, providing specialized portfolio management services to businesses and institutional clients. In addition, the firm offers pension consulting services and educational seminars and workshops to help clients stay informed and make smarter financial decisions. Finally, the firm provides additional credit and cash management solutions for its clients, helping them optimize their financial management strategies. With its comprehensive suite of services, Fort Pitt Capital Group is positioned to help clients achieve their financial goals through personalized advice and customized investment solutions.

Fort Pitt Capital Group, LLC is a firm that caters to a diverse group of clients, ranging from individuals to high net worth individuals, investment companies, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. Fort Pitt's comprehensive suite of financial management services ensures that clients receive tailored solutions that are suited specifically for their unique needs and financial goals. Fort Pitt Capital Group, LLC offers a flexible fee structure to clients, depending on the service provided. Clients can expect to pay either a percentage of the assets under management (AUM) or a fixed fee for services rendered. The percentage-of-AUM fee structure is based on a percentage of the overall value of the client's portfolio, which can be beneficial for those with a larger portfolio as it can result in lower fees as a percentage of overall portfolio value. On the other hand, for those with a smaller portfolio, the fixed fee structure is more appropriate since it offers clients a more predictable cost structure and can be more affordable. Fort Pitt works closely with its clients to ensure that they select the fee structure that works best for their unique financial situation and goals.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Fort Pitt Capital Group, LLC is $500,000 unless otherwise required under Item 14 in their Part 2 Brochure. It is noted that the firm reserves the right to accept lower amounts.

How This Office Can Help Cumberland County, PA Residents

Fort Pitt Capital Group offers a wide range of financial services to individuals and businesses in Cumberland County, PA. The firm provides personalized investment management, financial planning, retirement planning, and estate planning tailored to meet the specific needs of each client. They carefully analyze each client's unique financial situation and create customized solutions to help them achieve their financial goals. Several people living in Cumberland County, PA, might require assistance from financial advisors. The county has a diverse population, including younger families just starting their careers, middle-aged professionals striving to grow their wealth, and retirees planning their income and estates. Young families may need help to identify and prioritize their savings goals, like education for their children and saving for a home. On the other hand, aging individuals may need to plan more for retirement and preserve their wealth for future generations. Fort Pitt Capital Group is equipped with professionals who understand the local economic landscape and can guide clients towards financial success.

To view the Minimum Investment and Fee Schedule for Fort Pitt Capital Group, LLC, visit their Part 2 Brochure.

Services Offered by Fort Pitt Capital Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fort Pitt Capital Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 507 N Front St, Harrisburg, PA 17101, USA
Phone (717) 260-9281
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 680 ANDERSEN DRIVE, FOSTER PLAZA TEN -- SUITE 350, PITTSBURGH, PA 15220, United States

This firm has no other locations.

State Registrations

Fort Pitt Capital Group, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Missouri
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Fort Pitt Capital Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.