KI
KI

Kim Islami

17 Years of Experience
Parsippany, NJ
Broker

Kim Islami is a registered investment advisor at PNC Wealth Management, based in Parsippany, NJ, with 17 years of industry experience. Kim 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

1142 Route 46 West, Parsippany, NJ, 07054

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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

Kim owns rental property and is the president of MMD Foundation, a non-profit charitable organization for scholarships. Neither activity is investment-related.

Employment History
Current Registrations
PNC Wealth Management
April 2023 - Present · 3 yrs 1 mo
PNC Wealth Management LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.
April 2022 - April 2023 · 1 yr
Charles Schwab & CO., INC.Broker
January 2022 - April 2023 · 1 yr 3 mos
TD Ameritrade, INC.
September 2013 - October 2022 · 9 yrs 1 mo
TD Ameritrade Investment Management, LLC
September 2013 - April 2023 · 9 yrs 7 mos
TD Ameritrade, INC.Broker
July 2013 - April 2023 · 9 yrs 9 mos
Metlife Securities INC.Broker
February 2010 - June 2013 · 3 yrs 4 mos
Securian Financial Services, INC.Broker
November 2008 - February 2010 · 1 yr 3 mos
State Registrations3 states
NJNYPA
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.
Kim Islami - Financial Advisor | TrueAdvisor