KS
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Kristopher Samiec

26 Years of Experience
Chicago, IL
Broker

Kristopher Samiec is a registered investment advisor at PNC Wealth Management, based in Chicago, IL, with 26 years of industry experience. Kristopher 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

One North Franklin, 20th Floor, Chicago, IL, 60606

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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 LLCBroker
November 2011 - Present · 14 yrs 6 mos
PNC Wealth Management
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
VALIC Financial Advisors, INC.
October 2010 - November 2011 · 1 yr 1 mo
VALIC Financial Advisors, INC.Broker
September 2010 - November 2011 · 1 yr 2 mos
Chase Investment Services CORP.Broker
August 2005 - December 2006 · 1 yr 4 mos
Chase Investment Services CORP.
August 2005 - December 2006 · 1 yr 4 mos
Morgan Stanley
March 1998 - August 2005 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
January 1997 - August 2005 · 8 yrs 7 mos
Chatfield Dean & CO., INC.Broker
July 1995 - January 1997 · 1 yr 6 mos
State Registrations19 states
CACOFLHIILINKYMINCNJNYOHPARISCTXVAWAWI
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.