Federated Equity Management Company Of Pennsylvania

CRD#128610
Investment Advisor Firm

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Learn more about Federated Equity Management Company Of Pennsylvania

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Overview

    Federated Equity Management Company Of Pennsylvania operates as a financial advisory company located in Pittsburgh, Pennsylvania. The firm oversees $27.7 billion in total assets throughout 17 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). Federated Equity Management Company Of Pennsylvania has a small group, including 15 financial advisors. Federated Equity Management Company Of Pennsylvania does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as options, bonds and equities.

    Federated Equity Management Company Of Pennsylvania oversees all of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction judgments without requiring client permission. The advisory firm supervises about $1.6 billion for each customer account. An average advisor at Federated Equity Management Company Of Pennsylvania manages around one client account, placing it among the most individualized firms in the country.

    Federated Equity Management Company Of Pennsylvania's headquarters is at 1001 Liberty Avenue, Pittsburgh, Pennsylvania 15222-3779. The company is registered to serve customers in the state of Pennsylvania.

    Assets Under Management

    $27.7 billion

    Number of Advisors

    15

    Disclosures

    No

    Office Location

    1001 Liberty Avenue
    Pittsburgh, PA 15222-3779

    Federated Equity Management Company Of Pennsylvania by the Numbers

    Total Assets Under Management

    $27.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    15

    National Average: 64
    Total Number of Accounts

    17

    National Average: 375,227
    Average Account Size

    $1.6 billion

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees largely depend on the type of services offered. Fees billed by Federated Equity Management Company Of Pennsylvania typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Federated Equity Management Company Of Pennsylvania.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to investment companies. Out of its 17 clients, Federated Equity Management Company Of Pennsylvania's largest client type by number of accounts is investment companies. None of the company's accounts are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Federated Equity Management Company Of Pennsylvania does not have any disclosures.

    Please visit its Form ADV for more details.

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