JH
JH

Jonathan Hottle

13 Years of Experience
North Huntingdon, PA
Broker

Jonathan Hottle is a registered investment advisor at PNC Wealth Management, based in North Huntingdon, PA, with 13 years of industry experience. Jonathan 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

8735 Norwin Avenue, North Huntingdon, PA, 15642

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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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Other Business Activities

Jonathan is involved in several non-investment related activities, including owning South Grandview Estates LLC, Jonathan Hottle (presumably himself), Strong Tower Homes LLC, Hottle House, Three Guys Real Estate LLC, and HottSchu Homes LLC, and serving as a Director for Heroes Never Alone Inc. Each of these activities requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
December 2016 - Present · 9 yrs 5 mos
PNC Wealth Management LLCBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
October 2014 - November 2016 · 2 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
November 2012 - November 2016 · 4 yrs
State Registrations9 states
AZDEFLGAHIKYMSPAVA
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.
Jonathan Hottle - Financial Advisor | TrueAdvisor