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Mike Miele

26 Years of Experience
Columbus, OH
Broker

Mike Miele is a registered investment advisor at PNC Wealth Management, based in Columbus, OH, with 26 years of industry experience. Mike 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

5150 N. Hamilton Road, Columbus, OH, 43230

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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
September 2021 - Present · 4 yrs 8 mos
PNC Wealth Management LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Integrity Funds Distributor, LLCBroker
March 2019 - September 2021 · 2 yrs 6 mos
Cantor Fitzgerald & CO.Broker
August 2018 - March 2019 · 7 mos
Cantor Fitzgerald Investment Advisors
August 2018 - March 2019 · 7 mos
Advice and Planning Services
December 2016 - March 2018 · 1 yr 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2015 - March 2018 · 3 yrs 2 mos
Ascent Real Estate Securities, LLCBroker
February 2013 - January 2015 · 1 yr 11 mos
Rydex Distributors, LLCBroker
April 2011 - December 2011 · 8 mos
Allianz Life Financial Services, LLCBroker
January 2008 - February 2011 · 3 yrs 1 mo
Aig Sunamerica Capital Services, INC.Broker
March 2005 - January 2008 · 2 yrs 10 mos
Nationwide Investment Services CorporationBroker
July 2001 - March 2005 · 3 yrs 8 mos
Transamerica Capital, INC.Broker
April 2000 - May 2001 · 1 yr 1 mo
Transamerica Securities Sales CorporationBroker
July 1999 - May 2000 · 10 mos
First of America Brokerage Service, INC.Broker
January 1999 - April 1999 · 3 mos
Liberty Securities CorporationBroker
August 1998 - January 1999 · 5 mos
Independent Financial Securities, INC.Broker
May 1998 - August 1998 · 3 mos
Natcity Investments, INC.Broker
February 1998 - April 1999 · 1 yr 2 mos
Mony Securities CORP.Broker
June 1997 - February 1998 · 8 mos
American Express Financial Advisors INC.Broker
December 1996 - January 1997 · 1 mo
Ids Life Insurance CompanyBroker
December 1996 - January 1997 · 1 mo
State Registrations5 states
FLNCOHSCTX
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.
Mike Miele - Financial Advisor | TrueAdvisor