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Hugh Rhodes

26 Years of Experience
Wilmington, OH
Broker

Hugh Rhodes is a registered investment advisor at PNC Wealth Management, based in Wilmington, OH, with 26 years of industry experience. Hugh 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

1373 Rombach Avenue, Wilmington, OH, 45177

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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
March 2024 - Present · 2 yrs 2 mos
PNC Wealth Management LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Fifth Third Securities, INC.
September 2020 - March 2024 · 3 yrs 6 mos
Fifth Third Securities, INC.Broker
September 2020 - March 2024 · 3 yrs 6 mos
Mid Atlantic Financial Management, INC.
February 2019 - August 2020 · 1 yr 6 mos
Mid Atlantic Capital CorporationBroker
February 2019 - August 2020 · 1 yr 6 mos
Ef Hutton Investments LLC
June 2017 - December 2018 · 1 yr 6 mos
Strategic Advisers, INC.
January 2016 - June 2017 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
December 2015 - June 2017 · 1 yr 6 mos
Signator Investors, INC.Broker
September 2013 - January 2015 · 1 yr 4 mos
Nylife Securities LLCBroker
November 2012 - September 2013 · 10 mos
VALIC Financial Advisors, INC.
December 2010 - October 2012 · 1 yr 10 mos
VALIC Financial Advisors, INC.Broker
November 2010 - October 2012 · 1 yr 11 mos
U.S. Bancorp Investments, INC.
July 2009 - September 2010 · 1 yr 2 mos
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July 2009 - September 2010 · 1 yr 2 mos
Kiplinger Wealth Management Group
February 2005 - July 2009 · 4 yrs 5 mos
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January 2005 - July 2009 · 4 yrs 6 mos
Great American Advisors, INC.Broker
April 2003 - January 2005 · 1 yr 9 mos
H&r Block Financial Advisors, INC.Broker
November 2002 - April 2003 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2001 - November 2002 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - November 2002 · 4 yrs 2 mos
State Registrations5 states
FLILNCOHTX
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.