JB
JB

John Bachman

23 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

John Bachman is a registered investment advisor at PNC Wealth Management, based in Pittsburgh, PA, with 23 years of industry experience. John 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

1105 Freeport Road, Pittsburgh, PA, 15238

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2019
Settled
Other Business Activities

John is an LLC member of Sterling Real Estate Ventures LLC since 2016, which is not investment-related. He spends minimal time on this activity.

Employment History
Current Registrations
PNC Wealth Management
November 2009 - Present · 16 yrs 6 mos
PNC Wealth Management LLCBroker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Natcity Investments, INC.
August 2009 - November 2009 · 3 mos
Natcity Investments, INC.Broker
August 2009 - November 2009 · 3 mos
Federated Investment Counseling
September 2002 - March 2009 · 6 yrs 6 mos
Federated Securities CORP.Broker
September 2002 - March 2009 · 6 yrs 6 mos
State Registrations14 states
CACTFLMDMNNCNYOHPARISCVAWVWY
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.
John Bachman - Financial Advisor | TrueAdvisor