Matthew Brown
Matthew Brown is a registered investment advisor at PNC Wealth Management, based in Louisville, KY, with 31 years of industry experience. Matthew 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
101 S 5th St, Louisville, KY, 40202
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2020Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Neuberger Berman LLC
Neuberger Berman LLCBroker
Pimco Investments LLCBroker
Allianz Global Investors Managed Accounts LLC
Allianz Global Investors Distributors LLCBroker
Federated Securities CORP.Broker
State Registrations18 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.