Kristopher Schwarte
Kristopher Schwarte is a registered investment advisor at PNC Wealth Management, based in Beech Grove, IN, with 14 years of industry experience. Kristopher 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
1275 Main Street, Beech Grove, IN, 46107
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2017Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
W&s Brokerage Services, INC.Broker
W&s Brokerage Services, INC.
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
PFS Investments INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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State Registrations3 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.