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Chris Ferrante

21 Years of Experience
Brunswick, OH
1 DisclosureBroker

Chris Ferrante is a registered investment advisor at PNC Wealth Management, based in Brunswick, OH, with 21 years of industry experience. Chris 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

1575 Pearl Road, Brunswick, OH, 44212

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2009
Employment History
Current Registrations
PNC Wealth Management
April 2011 - Present · 15 yrs 1 mo
PNC Wealth Management LLCBroker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Chase Investment Services CORP.
August 2009 - March 2011 · 1 yr 7 mos
Chase Investment Services CORP.Broker
July 2009 - March 2011 · 1 yr 8 mos
Lifemark Securities CORP.Broker
June 2009 - August 2009 · 2 mos
Signator Investors, INC.
March 2008 - June 2009 · 1 yr 3 mos
Signator Investors, INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Metlife Securities INC.
February 2006 - February 2008 · 2 yrs
Metlife Securities INC.Broker
October 2004 - February 2008 · 3 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
October 2004 - July 2007 · 2 yrs 9 mos
Fort Washington Brokerage Services, INC.Broker
May 2004 - September 2004 · 4 mos
State Registrations13 states
COFLGAIDILNCNJNYOHPASCTNTX
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.
Chris Ferrante - Financial Advisor | TrueAdvisor