MR
MR

Michael Robinson

26 Years of Experience
Lilburn, GA
Broker

Michael Robinson is a registered investment advisor at PNC Wealth Management, based in Lilburn, GA, with 26 years of industry experience. Michael 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
Loading...

Location

494 Indian Trl Rd Nw, Lilburn, GA, 30047

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
PNC Wealth Management
March 2020 - Present · 6 yrs 2 mos
PNC Wealth Management LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2015 - February 2020 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2015 - February 2020 · 4 yrs 6 mos
PNC Investments
December 2011 - August 2015 · 3 yrs 8 mos
PNC InvestmentsBroker
November 2011 - August 2015 · 3 yrs 9 mos
Essex National Securities, INC.
January 2010 - November 2011 · 1 yr 10 mos
Essex National Securities, INC.Broker
January 2010 - November 2011 · 1 yr 10 mos
Navy Federal Asset Management, LLC
July 2008 - June 2009 · 11 mos
Navy Federal Brokerage Services, LLCBroker
July 2008 - June 2009 · 11 mos
Princor Financial Services Corporation
August 2005 - June 2008 · 2 yrs 10 mos
Princor Financial Services CorporationBroker
July 2005 - June 2008 · 2 yrs 11 mos
Waddell & Reed, INC.Broker
September 2004 - July 2005 · 10 mos
Waddell & Reed, INC.
September 2004 - July 2005 · 10 mos
American Express Financial Advisors, INC.
January 2003 - August 2004 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
December 2002 - August 2004 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
December 2002 - August 2004 · 1 yr 8 mos
Triad Advisors, INC.Broker
April 2001 - June 2002 · 1 yr 2 mos
TD Waterhouse Investor Services, INC.Broker
October 1998 - February 2001 · 2 yrs 4 mos
State Registrations3 states
FLGAMD
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.
Michael Robinson - Financial Advisor | TrueAdvisor