Kimberly Dunn-Mcgrath is a registered investment advisor at PNC Wealth Management, based in Loris, SC, with 16 years of industry experience. Kimberly 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
Loris, SC
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kimberly is a joint owner of Tortuga Turquesa-The Turquois Turtle, a short-term rental or Airbnb. This activity is investment-related and does not require time during trading hours.
Employment History
Current Registrations
PNC Wealth Management LLC
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
PNC Investments
PNC InvestmentsBroker
Wells Fargo Advisors Financial Network, LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations29 states
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