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John Attaway

2 Years of Experience
Moreland Hills, OH
Broker

John Attaway is a registered investment advisor at PNC Wealth Management, based in Moreland Hills, OH, with 2 years of industry experience. John 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

Moreland Hills, OH

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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
October 2023 - Present · 2 yrs 7 mos
PNC Wealth Management LLC
October 2023 - Present · 2 yrs 7 mos
PNC Wealth Management LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2022 - November 2022 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2022 - November 2022 · 6 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Attaway - Financial Advisor | TrueAdvisor