AZ
AZ
Allison Zech
18 Years of Experience
North Vernon, IN
1 DisclosureBroker
Allison Zech is a registered investment advisor at PNC Wealth Management, based in North Vernon, IN, with 18 years of industry experience. Allison 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
North Vernon, IN
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2018Denied
Employment History
Current Registrations
PNC Wealth Management
April 2022 - Present · 4 yrs 1 mo
PNC Wealth Management LLC
April 2022 - Present · 4 yrs 1 mo
PNC Wealth Management LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Pruco Securities, LLC.Broker
May 2021 - April 2022 · 11 mos
Prudential Financial Planning Services
May 2021 - April 2022 · 11 mos
CUNA Brokerage Services, INC.
May 2019 - May 2021 · 2 yrs
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May 2019 - May 2021 · 2 yrs
Horace Mann Investors, INC.
September 2018 - April 2019 · 7 mos
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May 2018 - April 2019 · 11 mos
J.W. Cole Financial, INC.Broker
March 2018 - April 2018 · 1 mo
J. W. Cole Advisors, INC.
March 2018 - April 2018 · 1 mo
Edward Jones
November 2017 - December 2017 · 1 mo
Edward JonesBroker
November 2017 - December 2017 · 1 mo
LPL Financial LLC
December 2016 - December 2017 · 1 yr
LPL Financial LLCBroker
October 2012 - December 2017 · 5 yrs 2 mos
Fifth Third Securities, INC.Broker
March 2008 - November 2012 · 4 yrs 8 mos
Natcity Investments, INC.Broker
June 2006 - October 2007 · 1 yr 4 mos
State Registrations27 states
ALAZCACOCTDCDEFLGAILINKYMDMIMNMONCNJNYOHORPASCTXVAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.