TL
CFP
TL
CFP

Thomas Lawson

10 Years of Experience
Glen Burnie, MD
Broker

Thomas Lawson is a CFP-designated registered investment advisor at PNC Wealth Management, based in Glen Burnie, MD, with 10 years of industry experience. Thomas 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

7301 Ritchie Hwy, Glen Burnie, MD, 21061

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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
July 2024 - Present · 2 yrs
PNC Wealth Management LLCBroker
July 2024 - Present · 2 yrs
Previous Registrations
Vanguard Advisers, INC.
October 2020 - July 2024 · 3 yrs 9 mos
Vanguard Marketing CorporationBroker
September 2015 - July 2024 · 8 yrs 10 mos
State Registrations3 states
FLMDVA
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.