DC
DC

Dwayne Craft

35 Years of Experience
Louisville, KY
1 DisclosureBroker

Dwayne Craft is a registered investment advisor at PNC Wealth Management, based in Louisville, KY, with 35 years of industry experience. Dwayne 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

2500 Lime Kiln Ln, Louisville, KY, 40222

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2013
Other Business Activities

Dwayne is establishing a small, family-run automotive business specializing in buying/selling cars and auto detailing. This activity is not investment-related.

Employment History
Current Registrations
PNC Wealth Management
August 2014 - Present · 11 yrs 9 mos
PNC Wealth Management LLCBroker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Stable Two Financial LLC
January 2014 - June 2014 · 5 mos
Mutual Securities, INC.Broker
January 2014 - June 2014 · 5 mos
Strategic Advisers, INC.
May 2005 - May 2013 · 8 yrs
Fidelity Brokerage Services LLCBroker
May 2005 - May 2013 · 8 yrs
Fidelity Investments Institutional Services Company, INC.Broker
November 1999 - May 2005 · 5 yrs 6 mos
Fidelity Brokerage Services, INC.Broker
October 1991 - November 1999 · 8 yrs 1 mo
Metlife Securities INC.Broker
January 1991 - June 1991 · 5 mos
Metropolitan Life Insurance CompanyBroker
January 1991 - June 1991 · 5 mos
Pruco Securities CorporationBroker
January 1990 - December 1990 · 11 mos
The Prudential Insurance Company of AmericaBroker
January 1990 - December 1990 · 11 mos
State Registrations2 states
KYOH
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.