JH
JH

James Hyde

21 Years of Experience
Madison, AL
Broker

James Hyde is a registered investment advisor at PNC Wealth Management, based in Madison, AL, with 21 years of industry experience. James 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

3735 Sullivan Street, Madison, AL, 35758

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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
May 2024 - Present · 2 yrs
PNC Wealth Management LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - June 2021 · 8 yrs 1 mo
Bbva Compass Investment Solutions, INCBroker
February 2002 - May 2013 · 11 yrs 3 mos
John Hancock Distributors, INC.Broker
December 1992 - April 1993 · 4 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1992 - April 1993 · 4 mos
State Registrations1 state
AL
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.