KD
KD

Kevin Daeschner

29 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

Kevin Daeschner is a registered investment advisor at PNC Wealth Management, based in Pittsburgh, PA, with 29 years of industry experience. Kevin 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

291 Beverly Rd., Pittsburgh, PA, 15216

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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
April 2015
Settled
Employment History
Current Registrations
PNC Wealth Management
September 2010 - Present · 16 yrs
PNC Wealth Management LLCBroker
September 2010 - Present · 16 yrs
Previous Registrations
The Fragasso Group INC.
December 2002 - October 2010 · 7 yrs 10 mos
LPL Financial CorporationBroker
January 2001 - August 2010 · 9 yrs 7 mos
Mid Atlantic Capital CorporationBroker
July 1999 - August 2000 · 1 yr 1 mo
Parker/hunter IncorporatedBroker
October 1997 - June 1999 · 1 yr 8 mos
Waddell & Reed, INC.Broker
August 1996 - October 1997 · 1 yr 2 mos
State Registrations13 states
CACOFLILLAMINCNJNVOHPATXVA
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.
Kevin Daeschner - Financial Advisor | TrueAdvisor