Jeff Olbina is a registered investment advisor at PNC Wealth Management, based in Indianapolis, IN, with 33 years of industry experience. Jeff 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $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
Location
6170 North Keystone Avenue, Indianapolis, IN, 46220
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Regulatory History
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
PNC Wealth Management LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Key Investment Services LLCBroker
Key Investment Services LLC
M&i Financial Advisors, INC.
M&i Financial Advisors, INCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Fifth Third Securities, INC.Broker
Raymond James & Associates, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations2 states
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.