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Christopher Barnes

18 Years of Experience
Mason, OH
Broker

Christopher Barnes is a registered investment advisor at PNC Wealth Management, based in Mason, OH, with 18 years of industry experience. Christopher 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

5283 Bowen Drive, Mason, OH, 45040

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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

Christopher is a co-owner of Evofit Grappling LLC, a Brazilian Jiu Jitsu martial arts business. This activity is not investment-related and does not require time during trading hours.

Employment History
Current Registrations
PNC Wealth Management LLCBroker
September 2021 - Present · 4 yrs 8 mos
PNC Wealth Management
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Fifth Third Securities, INC.Broker
July 2020 - September 2021 · 1 yr 2 mos
Fifth Third Securities, INC.
July 2020 - September 2021 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2020 · 1 yr 11 mos
Strategic Advisers LLC
June 2011 - July 2018 · 7 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2008 - June 2020 · 12 yrs 5 mos
State Registrations5 states
DEFLGAKYOH
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.
Christopher Barnes - Financial Advisor | TrueAdvisor