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Joshua Reynolds

21 Years of Experience
Columbus, OH
1 DisclosureBroker

Joshua Reynolds is a registered investment advisor at PNC Wealth Management, based in Columbus, OH, with 21 years of industry experience. Joshua 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

1850 Henderson, Columbus, OH, 43220

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History

Regulatory History (1)
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Customer Dispute
December 2017
Denied
Employment History
Current Registrations
PNC Wealth Management LLCBroker
April 2024 - Present · 2 yrs 1 mo
PNC Wealth Management
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fifth Third Securities, INC.Broker
May 2023 - April 2024 · 11 mos
Fifth Third Securities, INC.
May 2023 - April 2024 · 11 mos
Huntington Financial Advisors
February 2023 - May 2023 · 3 mos
The Huntington Investment CompanyBroker
February 2023 - May 2023 · 3 mos
LPL Financial LLC
July 2010 - February 2023 · 12 yrs 7 mos
LPL Financial LLCBroker
July 2010 - February 2023 · 12 yrs 7 mos
PNC Investments
November 2009 - June 2010 · 7 mos
PNC InvestmentsBroker
November 2009 - June 2010 · 7 mos
Natcity Investments, INC.Broker
December 2006 - November 2009 · 2 yrs 11 mos
Chase Investment Services CORP.Broker
July 2005 - November 2006 · 1 yr 4 mos
Banc One Securities CorporationBroker
June 2005 - July 2005 · 1 mo
Edward JonesBroker
October 2004 - May 2005 · 7 mos
State Registrations5 states
COKYMINCOH
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.