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David Fahrenthold

19 Years of Experience
Cranberry Township, PA
Broker

David Fahrenthold is a registered investment advisor at PNC Wealth Management, based in Cranberry Township, PA, with 19 years of industry experience. David 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

1340 Freedom Road, Cranberry Township, PA, 16066

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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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Other Business Activities

David is the owner of Sweet Starts, a non-investment related business. He spends minimal time on this activity during trading hours.

Employment History
Current Registrations
PNC Wealth Management
August 2007 - Present · 18 yrs 9 mos
PNC Wealth Management LLCBroker
October 2006 - Present · 19 yrs 7 mos
Previous Registrations
Nylife Securities INC.Broker
June 2006 - August 2006 · 2 mos
State Registrations27 states
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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.
David Fahrenthold - Financial Advisor | TrueAdvisor