Matthew Holmes is a registered investment advisor at PNC Wealth Management, based in Cincinnati, OH, with 23 years of industry experience. Matthew 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
6109 Glenway Avenue, Cincinnati, OH, 45211
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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 →Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Ftam Funds Distributor, INC.Broker
Alps Distributors, INC.Broker
Fifth Third Asset Management, INC.
Eaton Vance Distributors, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations9 states
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