JG
JG

Janet Gubanic

20 Years of Experience
Pittsburgh, PA
Broker

Janet Gubanic is a registered investment advisor at PNC Wealth Management, based in Pittsburgh, PA, with 20 years of industry experience. Janet 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
Clean regulatory record

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.

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Employment History
Current Registrations
PNC Wealth Management
February 2020 - Present · 6 yrs 5 mos
PNC Wealth Management LLCBroker
February 2020 - Present · 6 yrs 5 mos
Previous Registrations
Wesbanco Securities, INC.
July 2019 - February 2020 · 7 mos
Wesbanco Securities, INC.Broker
July 2019 - February 2020 · 7 mos
Key Investment Services LLCBroker
June 2017 - July 2019 · 2 yrs 1 mo
PNC Investments
July 2013 - May 2017 · 3 yrs 10 mos
PNC InvestmentsBroker
August 2006 - May 2017 · 10 yrs 9 mos
Fifth Third Securities, INC.Broker
October 2005 - June 2006 · 8 mos
State Registrations1 state
PA
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.