Annabel Whiting is a registered investment advisor at PNC Capital Advisors LLC, based in Phoenix, AZ, with 23 years of industry experience. Annabel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 238 clients with $51B 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 $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | 0.18% |
Schedule reflects intermediate aggregate and core strategies. Other strategies have different schedules ranging from 0.15% to 0.35%. Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
2801 E Camelback Rd, Suite 400, Phoenix, AZ, 85016
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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 Capital Advisors LLC
PNC Capital Markets LLC
PNC Capital Markets LLCBroker
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
J.P. Morgan Securities LLCBroker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Asset Management Securities LLCBroker
Oppenheimerfunds Distributor, INC.Broker
State Registrations1 state
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
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