AP
AP

Arianne Peterson

24 Years of Experience
Troy, MI
Broker

Arianne Peterson is a registered investment advisor at PNC Wealth Management, based in Troy, MI, with 24 years of industry experience. Arianne 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

755 West Big Beaver Road, Troy, MI, 48084

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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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Other Business Activities

Arianne owns rental property with Brian Peterson since 2016. This activity is not investment-related and requires minimal time during trading hours.

Employment History
Current Registrations
PNC Wealth Management LLCBroker
November 2009 - Present · 16 yrs 6 mos
PNC Wealth Management
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Natcity Investments, INC.
January 2008 - November 2009 · 1 yr 10 mos
Natcity Investments, INC.Broker
January 2008 - November 2009 · 1 yr 10 mos
J. P. Morgan Securities INC.
September 2006 - January 2008 · 1 yr 4 mos
J.P. Morgan Securities INC.Broker
July 2006 - January 2008 · 1 yr 6 mos
Jpmorgan Securities INC
February 2002 - September 2006 · 4 yrs 7 mos
Banc One Securities CorporationBroker
August 2001 - July 2006 · 4 yrs 11 mos
State Registrations4 states
CAFLMINY
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.
Arianne Peterson - Financial Advisor | TrueAdvisor