AE
AE

A Entwisle

25 Years of Experience
Greensburg, PA
Broker

A Entwisle is a registered investment advisor at PNC Wealth Management, based in Greensburg, PA, with 25 years of industry experience. A 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

200 Greengate Centre Circle, Greensburg, PA, 15601

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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 LLCBroker
August 2006 - Present · 19 yrs 11 mos
PNC Wealth Management
August 2006 - Present · 19 yrs 11 mos
Previous Registrations
Janney Montgomery Scott LLC
June 2005 - August 2006 · 1 yr 2 mos
Janney Montgomery Scott LLCBroker
June 2005 - August 2006 · 1 yr 2 mos
Parker/hunter Incorporated
April 2005 - June 2005 · 2 mos
Parker/hunter IncorporatedBroker
June 2002 - June 2005 · 3 yrs
Merrill Lynch Pierce Fenner & Smith INC.
May 2001 - July 2002 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - July 2002 · 1 yr 6 mos
State Registrations17 states
AZCACOCTFLGAILMAMDMTNCNYOHPARISCWA
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.