Omar Lozano
Omar Lozano is a registered investment advisor at PNC Wealth Management, based in Boerne, TX, with 38 years of industry experience. Omar 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
1410 South Main Street, Boerne, TX, 78006
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2015Customer Dispute
June 2014Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Financial Network Investment CorporationBroker
Swbc Investment CompanyBroker
Essex National Securities, INC.Broker
Touchstone Securities, INC.Broker
Gna Securities, INC.Broker
State Registrations7 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.