George Warren is a registered investment advisor at PNC Wealth Management, based in Charlotte, NC, with 26 years of industry experience. George 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
2000 Randolph Road, Charlotte, NC, 28207
Get directionsHistory
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 →Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLC
PNC Wealth Management LLCBroker
Previous Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Evergreen Investment Management CO
Evergreen Investment Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations23 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.