CP
CP

Christopher Peters

32 Years of Experience
Cincinnati, OH
2 DisclosuresBroker

Christopher Peters is a registered investment advisor at PNC Wealth Management, based in Cincinnati, OH, with 32 years of industry experience. Christopher 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

201 East Fifth Street, Cincinnati, OH, 45202

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History

Regulatory History (2)
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Customer Dispute
June 2002
Denied
Customer Dispute
April 2000
Denied
Employment History
Current Registrations
PNC Wealth Management
November 2009 - Present · 16 yrs 8 mos
PNC Wealth Management LLCBroker
November 2009 - Present · 16 yrs 8 mos
Previous Registrations
Natcity Investments, INC.
March 2005 - November 2009 · 4 yrs 8 mos
Natcity Investments, INC.Broker
October 2004 - November 2009 · 5 yrs 1 mo
Red Capital Markets, INC.Broker
June 2001 - October 2004 · 3 yrs 4 mos
PNC Brokerage CORPBroker
September 1997 - June 2001 · 3 yrs 9 mos
Fidelity Brokerage Services, INC.Broker
October 1995 - October 1997 · 2 yrs
Prudential Mutual Fund Distributors, INC.Broker
March 1995 - September 1995 · 6 mos
Marketing One Securities, INC.Broker
February 1994 - February 1995 · 1 yr
Mid-State Securities CORP.Broker
October 1992 - December 1992 · 2 mos
Hibbard Brown & CO., INC.Broker
July 1992 - October 1992 · 3 mos
State Registrations15 states
CAFLGAINKYMINCNHNJNYOHSCTNTXVA
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.
Christopher Peters - Financial Advisor | TrueAdvisor