David Massey
David Massey is a registered investment advisor at PNC Wealth Management, based in Horsham, PA, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.
Fee Estimator
Location
655 Business Center Drive, Floor 1 and 2, Horsham, PA, 19044
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
David co-owns a business with his spouse, Sandra Massey, and spends minimal time on it. He also partners with his spouse on a rental property, spending minimal time accepting rent and reviewing bills and financials, and owns another rental property since October 2024.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Nylife Securities INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.