Bradley Curelop is a CFP-designated registered investment advisor at PNC Wealth Management, based in Durham, NC, with 9 years of industry experience. Bradley 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $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
Location
3412 Westgate Drive, Durham, NC, 27707
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Bradley is a board member for Youth Villages and New Life Fellowship since 2019. Since May 2024, he co-owns a short-term rental property with Stacey Curelop.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
Suntrust Investment Services, INC.Broker
Suntrust Advisory Services, INC.
State Registrations3 states
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