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Alex Howe

8 Years of Experience
Mount Pocono, PA
Broker

Alex Howe is a registered investment advisor at PNC Wealth Management, based in Mount Pocono, PA, with 8 years of industry experience. Alex 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

1336 Pocono Boulevard, Mount Pocono, PA, 18344

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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

Alex is a co-owner of Stepping Stones Preschool and Childcare Center since 2020. This activity is not investment related and requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
May 2024 - Present · 2 yrs 2 mos
PNC Wealth Management LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - May 2024 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2019 - May 2024 · 4 yrs 8 mos
Pruco Securities, LLC.Broker
November 2013 - November 2015 · 2 yrs
State Registrations4 states
FLNJNYPA
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.
Alex Howe - Financial Advisor | TrueAdvisor