Timothy Mahoney is a registered investment advisor at PNC Wealth Management, based in Pepper Pike, OH, with 35 years of industry experience. Timothy 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
30100 Chagrin Blvd, Suite 101, Pepper Pike, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
Etc Brokerage Services, LLCBroker
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Abn Amro Distribution Services (USA), INC.Broker
Blackrock Distributors, INCBroker
Offit Funds Distributor, INC.Broker
Pfpc Distributors, INC.Broker
Mcdonald Investments INC.Broker
Bisys Fund Services Limited PartnershipBroker
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Mcdonald Investments INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
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Dean Witter Reynolds INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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