TB
TB

Tim Barbacane

14 Years of Experience
Drexel Hill, PA
Broker

Tim Barbacane is a registered investment advisor at PNC Wealth Management, based in Drexel Hill, PA, with 14 years of industry experience. Tim 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

5050 State Rd, 2nd Floor, Drexel Hill, PA, 19026

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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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Employment History
Current Registrations
PNC Wealth Management
January 2024 - Present · 2 yrs 4 mos
PNC Wealth Management LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Vanguard Marketing CorporationBroker
April 2022 - January 2023 · 9 mos
Vanguard Advisers, INC.
April 2022 - January 2023 · 9 mos
Prudential Financial Planning Services
June 2021 - January 2022 · 7 mos
Pruco Securities, LLC.Broker
January 2021 - January 2022 · 1 yr
Citizens Investment Services
September 2016 - April 2020 · 3 yrs 7 mos
Citizens Securities, INC.Broker
September 2016 - April 2020 · 3 yrs 7 mos
Santander Securities
April 2014 - September 2016 · 2 yrs 5 mos
Santander Securities LLCBroker
April 2014 - September 2016 · 2 yrs 5 mos
Citigroup Global Markets INC.
September 2012 - April 2014 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
September 2012 - April 2014 · 1 yr 7 mos
Morgan Stanley Smith Barney LLC
November 2010 - January 2012 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
November 2010 - January 2012 · 1 yr 2 mos
Wells Fargo Advisors, LLC
September 2009 - November 2010 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
May 2009 - November 2010 · 1 yr 6 mos
State Registrations2 states
MAPA
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.