William Lulis is a registered investment advisor at PNC Wealth Management, based in Chicago, IL, with 18 years of industry experience. William 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
One North Franklin, 20th Floor, Chicago, IL, 60606
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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
William is an owner of Title Boxing Club locations in Evanston and West Loop. He spends minimal time on oversight, finance, accounting, and bill paying, primarily on weekends.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Securities INC
Banc One Securities CorporationBroker
State Registrations1 state
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