Dolores Alquist is a registered investment advisor at PNC Wealth Management, based in Akron, OH, with 29 years of industry experience. Dolores 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
1 Cascade Plaza, Akron, OH, 44308
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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 →Other Business Activities
Dolores is involved in several outside business activities. She is the Owner-Member of The Light Wisdom and Wellness, Owner-President of Sapphire International, and Owner-Secretary of 1 Direction, Inc., dedicating minimal time to each.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Natcity Investments, INC.Broker
Charter One Securities, INC.Broker
One Group Dealer Services, INC.Broker
Banc One Securities CorporationBroker
Banc One Securities CorporationBroker
State Registrations15 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.