MJ
MJ

Mark Strunk

14 Years of Experience
Whitehall, PA
Broker

Mark Strunk is a registered investment advisor at PNC Wealth Management, based in Whitehall, PA, with 14 years of industry experience. Mark 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

1300 3rd Street, Whitehall, PA, 18052

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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
May 2021 - Present · 5 yrs
PNC Wealth Management LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
LPL Financial LLC
September 2020 - May 2021 · 8 mos
LPL Financial LLCBroker
September 2020 - May 2021 · 8 mos
PNC Investments
May 2012 - September 2020 · 8 yrs 4 mos
PNC InvestmentsBroker
May 2012 - September 2020 · 8 yrs 4 mos
Signator Investors, INC.Broker
November 2011 - January 2012 · 2 mos
Edward Jones
February 2011 - September 2011 · 7 mos
Edward JonesBroker
February 2011 - September 2011 · 7 mos
State Registrations9 states
CADEFLGAMANCNJPASC
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.
Mark Strunk - Financial Advisor | TrueAdvisor