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Shawn Holbrook

PNC Wealth Management
20 Years of Experience
Waxahachie, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Shawn Holbrook is a registered investment advisor at PNC Wealth Management, based in Waxahachie, TX, with 20 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1015 North Highway 77, Waxahachie, TX, 75165

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
September 2021 - Present · 5 yrs 1 mo
PNC Wealth Management LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
PNC Managed Account Solutions, INC.
October 2016 - August 2021 · 4 yrs 10 mos
Bbva Securities INC.Broker
September 2016 - August 2021 · 4 yrs 11 mos
Edward Jones
October 2015 - August 2016 · 10 mos
Edward JonesBroker
April 2006 - August 2016 · 10 yrs 4 mos
State Registrations14 states
ALARCACOFLIAMONHNMOKPATXWAWI
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.
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