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Mary Stith

24 Years of Experience
Cincinnati, OH
1 DisclosureBroker

Mary Stith is a registered investment advisor at PNC Wealth Management, based in Cincinnati, OH, with 24 years of industry experience. Mary 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

4201 Bridgetown Road, Cincinnati, OH, 45211

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History

Regulatory History (1)
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Customer Dispute
October 2009
Denied
Employment History
Current Registrations
PNC Wealth Management LLCBroker
January 2017 - Present · 9 yrs 4 mos
PNC Wealth Management
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2013 - January 2015 · 2 yrs
Raymond James Financial Services, INC.Broker
January 2013 - January 2015 · 2 yrs
Edward Jones
December 2010 - April 2012 · 1 yr 4 mos
Edward JonesBroker
November 2010 - April 2012 · 1 yr 5 mos
Fifth Third Securities, INC.Broker
November 2006 - December 2010 · 4 yrs 1 mo
Natcity Investments, INC.Broker
October 2004 - October 2006 · 2 yrs
Natcity Investments, INC.
August 2004 - October 2006 · 2 yrs 2 mos
Provident Investment Advisors INC
May 2002 - October 2004 · 2 yrs 5 mos
Red Capital Markets, INC.Broker
July 1999 - October 2004 · 5 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
September 1998 - May 1999 · 8 mos
State Registrations6 states
FLGAINKYOHVA
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.