Theresa Mystic is a registered investment advisor at PNC Wealth Management, based in Cleveland, OH, with 38 years of industry experience. Theresa 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
Cleveland, OH
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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 →Other Business Activities
Theresa owns rental property since 2018 and works as a photographer for personal use since 2023. She also works as a part-time dog sitter since 2023 and as a catechist at St. Christopher Church since 2020.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLC
PNC Wealth Management LLCBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Mcdonald Investments INC.Broker
Burke Christensen & Lewis Securities INC.Broker
State Registrations2 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.