TB
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Tanya Brown

17 Years of Experience
Bridgewater, NJ
1 DisclosureBroker

Tanya Brown is a registered investment advisor at PNC Wealth Management, based in Bridgewater, NJ, with 17 years of industry experience. Tanya 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

454 State Route 28, Bridgewater, NJ, 08807

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History

Regulatory History (1)
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Customer Dispute
August 2016
Settled
Employment History
Current Registrations
PNC Wealth Management
July 2009 - Present · 16 yrs 10 mos
PNC Wealth Management LLC
July 2009 - Present · 16 yrs 10 mos
PNC Wealth Management LLCBroker
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2008 - May 2009 · 1 yr 3 mos
State Registrations14 states
AZCODEFLILINMAMDNCNJNVNYPAVA
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.
Tanya Brown - Financial Advisor | TrueAdvisor