Steven Mezzo is a registered investment advisor at PNC Wealth Management, based in Rochester Hills, MI, with 20 years of industry experience. Steven 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
2015 Walton Blvd., Rochester Hills, MI, 48309
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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 →Other Business Activities
Steven operates his LPL business through Flagstar Wealth Services and works as a Licensed Registered Relationship Banker at Flagstar Bank. He dedicates nearly full-time hours to these investment-related activities, spending about 80% of his time on them.
Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Primevest Financial Services, INC.Broker
Abn Amro Financial Services, 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.