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Marc Blount

10 Years of Experience
Pittsburgh, PA
Broker

Marc Blount is a registered investment advisor at PNC Wealth Management, based in Pittsburgh, PA, with 10 years of industry experience. Marc 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

1701 South Braddock Avenue, Pittsburgh, PA, 15218

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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
May 2023 - Present · 3 yrs 2 mos
PNC Wealth Management LLCBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - May 2023 · 4 mos
PNC Investments
August 2021 - November 2022 · 1 yr 3 mos
PNC InvestmentsBroker
August 2017 - November 2022 · 5 yrs 3 mos
The Huntington Investment CompanyBroker
April 2017 - August 2017 · 4 mos
Key Investment Services LLCBroker
September 2016 - February 2017 · 5 mos
LPL Financial LLCBroker
September 2015 - September 2016 · 1 yr
Pruco Securities, LLC.Broker
March 2015 - August 2015 · 5 mos
State Registrations6 states
FLGAMANJNYPA
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.
Marc Blount - Financial Advisor | TrueAdvisor