JH
JH

John Holodinski

30 Years of Experience
Pepper Pike, OH
1 DisclosureBroker

John Holodinski is a registered investment advisor at PNC Wealth Management, based in Pepper Pike, OH, with 30 years of industry experience. John 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
Loading...

Location

30100 Chagrin Blvd, Suite 101, Pepper Pike, OH, 44124

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2007
Award / Judgment
Employment History
Current Registrations
PNC Wealth Management
February 2004 - Present · 22 yrs 3 mos
PNC Wealth Management LLCBroker
February 2004 - Present · 22 yrs 3 mos
Previous Registrations
Wachovia Securities, LLC
August 2003 - January 2004 · 5 mos
Wachovia Securities, LLCBroker
July 2003 - January 2004 · 6 mos
Quick & Reilly, INC.
September 2002 - January 2003 · 4 mos
Quick & Reilly, INC.Broker
April 2001 - January 2003 · 1 yr 9 mos
Summit Financial Services Group, INC.Broker
October 1998 - April 2001 · 2 yrs 6 mos
Fiserv Investor Services, INC.Broker
August 1996 - October 1998 · 2 yrs 2 mos
Essex National Securities, INC.Broker
January 1995 - August 1996 · 1 yr 7 mos
L.C. Wegard & CO., INC.Broker
September 1994 - December 1994 · 3 mos
State Registrations3 states
MANJOH
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.
John Holodinski - Financial Advisor | TrueAdvisor