Ronald Newman is a registered investment advisor at PNC Wealth Management, based in Vernon Hills, IL, with 20 years of industry experience. Ronald 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
1250 S. Milwaukee Ave., Vernon Hills, IL, 60061
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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 →Other Business Activities
Ronald is a consultant and minority owner of Silver Millennium Publishing, LLC. This activity is not investment-related and requires minimal time during trading hours.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Brooklight Place Securities, INC.Broker
Jackson National Life Distributors LLCBroker
Guardian Investor Services LLCBroker
Tower Square Securities, INC.Broker
National Planning CorporationBroker
Jackson National Life Distributors, INC.Broker
Sunamerica Capital Services, INC.Broker
State Registrations5 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.