Phillip Elias
Phillip Elias is a registered investment advisor at PNC Wealth Management, based in Pittsburgh, PA, with 19 years of industry experience. Phillip 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
291 Beverly Rd., Pittsburgh, PA, 15216
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2012Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
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State Registrations9 states
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