AH
AH

Andreas Hess

32 Years of Experience
Hopewell, NJ
Broker

Andreas Hess is a registered investment advisor at PNC Wealth Management, based in Hopewell, NJ, with 32 years of industry experience. Andreas 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
Loading...

Location

62 East Broad Street, Hopewell, NJ, 08525

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
PNC Wealth Management LLCBroker
November 2011 - Present · 14 yrs 6 mos
PNC Wealth Management
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
LPL Financial LLC
December 2010 - November 2011 · 11 mos
LPL Financial LLCBroker
December 2010 - November 2011 · 11 mos
Primevest Financial Services, INC.
February 2009 - November 2010 · 1 yr 9 mos
Primevest Financial Services, INC.Broker
February 2009 - November 2010 · 1 yr 9 mos
Wachovia Securities, LLC
January 2004 - February 2009 · 5 yrs 1 mo
Wachovia Securities, LLCBroker
April 2001 - February 2009 · 7 yrs 10 mos
Dreyfus Investment Services CorporationBroker
May 1997 - April 2001 · 3 yrs 11 mos
Dreyfus Financial Services CorporationBroker
May 1997 - December 2000 · 3 yrs 7 mos
Washington Square Securities, INC.Broker
October 1996 - April 1997 · 6 mos
Uslife Equity Sales CORP.Broker
March 1995 - October 1996 · 1 yr 7 mos
The Prudential Insurance Company of AmericaBroker
October 1991 - March 1993 · 1 yr 5 mos
Pruco Securities CorporationBroker
October 1991 - March 1993 · 1 yr 5 mos
State Registrations10 states
DEFLMEMONCNJNMNYPASC
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.