Timothy Schanz
Timothy Schanz is a registered investment advisor at PNC Wealth Management, based in Cleveland, OH, with 17 years of industry experience. Timothy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
Cleveland Main Pnc Investments, 1900 East 9th Street, Cleveland, OH, 44114
Get directionsHistory
Regulatory History (3)
Judgment / Lien
March 2019Judgment / Lien
October 2017Judgment / Lien
September 2017Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Citizens Securities, INC.Broker
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.Broker
First Investors CorporationBroker
State Registrations49 states
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.