Jaime Settles
Jaime Settles is a registered investment advisor at PNC Wealth Management, based in Nashville, TN, with 23 years of industry experience. Jaime 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
3904 Hillsboro Pike,, Ste 101, Nashville, TN, 37215
Get directionsHistory
Regulatory History (1)
Financial
March 2017Other Business Activities
Jaime is a board member, advisory board member, and executive member of GraceWorks Ministries, a non-profit organization, since 2020. Jaime dedicates a few hours per week to this role and chairs the investment committee.
Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Settles Asset Management, INC.
First Tennessee Brokerage, INC.Broker
Ftb Advisors, INC.
Sterne Agee Investment Advisors, INC.
Sterne Agee Financial Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
State Registrations4 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.