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Richard Grajewski

PNC Wealth Management
42 Years of Experience
Ann Arbor, MI
1 DisclosureBroker
View SEC Summary
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Richard Grajewski is a registered investment advisor at PNC Wealth Management, based in Ann Arbor, MI, with 42 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
September 2010 - Present · 16 yrs 1 mo
PNC Wealth Management LLCBroker
November 2009 - Present · 16 yrs 11 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 Registrations12 states
AZCAFLIDILMAMEMINYOHORSC
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.
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