AS
AS

Abby Smith

11 Years of Experience
South Park, PA
Broker

Abby Smith is a registered investment advisor at PNC Wealth Management, based in South Park, PA, with 11 years of industry experience. Abby 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 ValueAnnual Fee
Any0.85%

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

South Park, PA

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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

Abby is the owner of GSDesigns, a non-investment related business. This activity requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
November 2018 - Present · 7 yrs 11 mos
PNC Wealth Management LLC
November 2014 - Present · 11 yrs 11 mos
PNC Wealth Management LLCBroker
November 2014 - Present · 11 yrs 11 mos
State Registrations1 state
PA
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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