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Barbara Natale

35 Years of Experience
Clarendon Hills, IL
Broker

Barbara Natale is a registered investment advisor at PNC Wealth Management, based in Clarendon Hills, IL, with 35 years of industry experience. Barbara 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

300 Holmes Ave., Clarendon Hills, IL, 60514

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
PNC Wealth Management LLCBroker
November 2009 - Present · 16 yrs 6 mos
PNC Wealth Management
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Natcity Investments, INC.Broker
January 2008 - November 2009 · 1 yr 10 mos
Natcity Investments, INC.
January 2008 - November 2009 · 1 yr 10 mos
Invest Financial Corporation
July 1998 - January 2008 · 9 yrs 6 mos
Invest Financial CorporationBroker
December 1993 - January 2008 · 14 yrs 1 mo
Hamilton Investments, INC.Broker
May 1990 - January 1994 · 3 yrs 8 mos
State Registrations8 states
ARAZFLILMONENYWI
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.
Barbara Natale - Financial Advisor | TrueAdvisor