AP
AP

Andrew Psilis

16 Years of Experience
Rochester Hills, MI
Broker

Andrew Psilis is a registered investment advisor at PNC Wealth Management, based in Rochester Hills, MI, with 16 years of industry experience. Andrew 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

2015 Walton Blvd., Rochester Hills, MI, 48309

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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
February 2012 - Present · 14 yrs 5 mos
PNC Wealth Management LLCBroker
January 2012 - Present · 14 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
May 2011 - December 2011 · 7 mos
MML Investors Services, LLCBroker
April 2011 - December 2011 · 8 mos
AXA Advisors, LLC
March 2010 - February 2011 · 11 mos
AXA Advisors, LLCBroker
April 2009 - February 2011 · 1 yr 10 mos
State Registrations10 states
AZCAFLILKYMDMIORTNTX
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.