Andrew
Pursel
Matune Basile Advisors
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About this Advisor
Andrew Pursel is a certified financial planner and chartered financial consultant working out of Hermitage, Pennsylvania with 2 years of industry experience. Pursel currently works for Matune Basile Advisors. Throughout their career, they have worked at Hickory High School, Avalon Gold And Country Club, Arc Of Mercer County, Robert Morris University, Matune Basile Advisors, Ipeg, Inc and Dinuzzo Index Advisors, Inc. Pursel maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Pennsylvania. Matune Basile Advisors is an advisory company operating out of Hermitage, PA. It administers $208 million in total assets among its 676 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 676 client accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely vary depending on the services. Fees billed by Matune Basile Advisors most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Matune Basile Advisors Brokerage Details
$208,150,845
3
676
$307,915
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Andrew Pursel Work History
Andrew has been registered as a financial advisor for 2 years.*
Matune Basile Advisors
Dinuzzo Index Advisors, Inc
Dinuzzo Index Advisors, Inc
Matune Basile Advisors
Ipeg, Inc
Arc Of Mercer County
Robert Morris University
Avalon Gold And Country Club
Hickory High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Pursel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Matune Basile Advisors
Hermitage, PA
Hermitage, PA
Hermitage, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
