RG
RG

Richard Grajewski

42 Years of Experience
Ann Arbor, MI
1 DisclosureBroker

Richard Grajewski is a registered investment advisor at PNC Wealth Management, based in Ann Arbor, MI, with 42 years of industry experience. Richard 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
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 South Main Street, 2nd Floor, Ann Arbor, MI, 48104

Get directions

History

Regulatory History (1)
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Customer Dispute
April 2003
Settled
Employment History
Current Registrations
PNC Wealth Management
September 2010 - Present · 15 yrs 8 mos
PNC Wealth Management LLCBroker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Natcity Investments, INC.Broker
April 1998 - November 2009 · 11 yrs 7 mos
Natcity Insurance Services, INC.Broker
April 1993 - December 2001 · 8 yrs 8 mos
Security First Financial, INC.Broker
October 1992 - March 1993 · 5 mos
Planned Investments INC.Broker
January 1991 - December 1992 · 1 yr 11 mos
First American National Securities, INC.Broker
November 1983 - February 1991 · 7 yrs 3 mos
State Registrations11 states
AZCAFLILMAMEMINYOHORSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Richard Grajewski - Financial Advisor | TrueAdvisor