BH
BH

Brian Haschke

11 Years of Experience
Mcmurray, PA
Broker

Brian Haschke is a registered investment advisor at PNC Wealth Management, based in Mcmurray, PA, with 11 years of industry experience. Brian 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

3850 Washington Road, Mcmurray, PA, 15317

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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
September 2018 - Present · 7 yrs 8 mos
PNC Wealth Management LLCBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Key Investment Services LLC
December 2017 - September 2018 · 9 mos
Key Investment Services LLCBroker
May 2017 - September 2018 · 1 yr 4 mos
PNC Investments
May 2014 - May 2017 · 3 yrs
PNC InvestmentsBroker
March 2014 - May 2017 · 3 yrs 2 mos
State Registrations14 states
AZCACOFLKYMDMSNCOHPASCTNTXVA
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.
Brian Haschke - Financial Advisor | TrueAdvisor