Steven Zarkivach
Steven Zarkivach is a registered investment advisor at PNC Wealth Management, based in Weatherford, TX, with 28 years of industry experience. Steven 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
112 North Main Street, Weatherford, TX, 76086
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
September 2008Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Pruco Securities CorporationBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations7 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.