Kalpesh Shah is a registered investment advisor at PNC Wealth Management, based in Cleveland, OH, with 23 years of industry experience. Kalpesh 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
1900 E. 9th Street (Osj), Cleveland, OH, 44114
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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
Kalpesh is the President/Board of Trustees of the Jain Society of Greater Cleveland, a religious organization. He has been part of the board since 2009 and dedicates a few hours per week to overseeing the organization.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
New England SecuritiesBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Fort Washington Brokerage Services, 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.