RK
RK

Robert Kish

7 Years of Experience
Columbiana, OH
Broker

Robert Kish is a registered investment advisor at PNC Wealth Management, based in Columbiana, OH, with 7 years of industry experience. Robert 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

123 South Main St., Columbiana, OH, 44408

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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
July 2023 - Present · 3 yrs
PNC Wealth Management
July 2023 - Present · 3 yrs
Previous Registrations
Pruco Securities, LLC.Broker
June 2022 - July 2023 · 1 yr 1 mo
Prudential Financial Planning Services
June 2022 - July 2023 · 1 yr 1 mo
Citizens Securities, INC.
October 2019 - May 2022 · 2 yrs 7 mos
Citizens Securities, INC.Broker
October 2019 - May 2022 · 2 yrs 7 mos
MML Investors Services, LLC
February 2019 - October 2019 · 8 mos
MML Investors Services, LLCBroker
February 2019 - October 2019 · 8 mos
Edward Jones
August 2017 - November 2017 · 3 mos
Edward JonesBroker
June 2017 - November 2017 · 5 mos
State Registrations6 states
CONCOHPASCWV
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.
Robert Kish - Financial Advisor | TrueAdvisor