MS
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Michael Stolte
15 Years of Experience
Carmel, IN
1 DisclosureBroker
Michael Stolte is a registered investment advisor at PNC Wealth Management, based in Carmel, IN, with 15 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2410 East 146th Street, Carmel, IN, 46033
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2014Employment History
Current Registrations
PNC Wealth Management
December 2014 - Present · 11 yrs 10 mos
PNC Wealth Management LLCBroker
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Fifth Third Securities, INC.
August 2012 - October 2014 · 2 yrs 2 mos
Fifth Third Securities, INC.Broker
August 2012 - October 2014 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - August 2012 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2011 - August 2012 · 1 yr
State Registrations13 states
AZCOFLILINMINCNYOHPASCTXWI
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.
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