Jason Korff
Jason Korff is a registered investment advisor at PNC Wealth Management, based in Berwyn, PA, with 24 years of industry experience. Jason 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
1000 Westlakes Drive, 3rd Floor, Berwyn, PA, 19312
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2016Customer Dispute
March 2008Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
PNC Investments
PNC InvestmentsBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Hilliard Lyons Asset Management
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations26 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.