EF
CFP
EF
CFP

Edward Frome

29 Years of Experience
Camp Hill, PA
1 DisclosureBroker

Edward Frome is a CFP-designated registered investment advisor at PNC Wealth Management, based in Camp Hill, PA, with 29 years of industry experience. Edward 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

110 S 32nd St, Camp Hill, PA, 17011

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History

Regulatory History (1)
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Financial
January 2020
Final
Employment History
Current Registrations
PNC Wealth Management LLCBroker
July 2023 - Present · 3 yrs
PNC Wealth Management
July 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2019 - July 2023 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2019 - July 2023 · 4 yrs 6 mos
Ameriprise Financial Services, INC.
October 2009 - January 2019 · 9 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2009 - January 2019 · 9 yrs 3 mos
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Rsm Mcgladrey, INC.
February 2003 - July 2003 · 5 mos
Ameriprise Advisor Services, INC.Broker
May 1996 - October 2009 · 13 yrs 5 mos
State Registrations3 states
FLMDPA
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.
Edward Frome - Financial Advisor | TrueAdvisor