Pete Angelokostopoulos
Pete Angelokostopoulos is a registered investment advisor at PNC Wealth Management, based in Rocky River, OH, with 19 years of industry experience. Pete 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
21670 Center Ridge Rd, Rocky River, OH, 44116
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2019Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
Cleveland Research Company LLCBroker
Ftn Midwest Securities CORP.Broker
State Registrations12 states
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