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Edward Robinson

27 Years of Experience
Springville, AL
1 DisclosureBroker

Edward Robinson is a registered investment advisor at PNC Wealth Management, based in Springville, AL, with 27 years of industry experience. Edward 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

6384 US Highway 11, Springville, AL, 35146

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History

Regulatory History (1)
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Financial
October 2023
Final
Employment History
Current Registrations
PNC Wealth Management LLCBroker
February 2022 - Present · 4 yrs 3 mos
PNC Wealth Management
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Sagepoint Financial, INC.
February 2019 - February 2022 · 3 yrs
Sagepoint Financial, INC.Broker
February 2019 - February 2022 · 3 yrs
Hornor, Townsend & Kent, INC.
September 2017 - December 2018 · 1 yr 3 mos
Hornor, Townsend & Kent, INC.Broker
August 2017 - December 2018 · 1 yr 4 mos
Edward Jones
January 2013 - August 2017 · 4 yrs 7 mos
Edward JonesBroker
January 2013 - August 2017 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - January 2013 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - January 2013 · 2 yrs
Aul Equity Sales CORP.Broker
April 1994 - March 1999 · 4 yrs 11 mos
American United Life Insurance CompanyBroker
April 1994 - March 1999 · 4 yrs 11 mos
Jefferson-Pilot Investor Services, INC.Broker
June 1992 - July 1993 · 1 yr 1 mo
John Hancock Distributors, INC.Broker
March 1990 - March 1992 · 2 yrs
John Hancock Mutual Life Insurance CompanyBroker
March 1990 - March 1992 · 2 yrs
MML Investors Services, INC.Broker
October 1988 - March 1990 · 1 yr 5 mos
John Hancock Distributors, INC.Broker
September 1985 - March 1992 · 6 yrs 6 mos
State Registrations3 states
ALFLGA
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.