Giuliana Pelletier
Giuliana Pelletier is a registered investment advisor at PNC Wealth Management, based in Fort Lauderdale, FL, with 21 years of industry experience. Giuliana 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
200 E. Broward Blvd,, Suite 1310, Fort Lauderdale, FL, 33301
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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
Giuliana is a co-owner of Julio Simoni Giuliana Hirshson JTWROS. This is a non-investment related activity and requires minimal time.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Ifs Advisory, LLC
Ifs SecuritiesBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Capital Guardian, LLCBroker
Banc of America Investment Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations19 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.