Mary Cunningham is a registered investment advisor at PNC Wealth Management, based in Centerville, OH, with 7 years of industry experience. Mary 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
1001 East Centerville Station, Centerville, OH, 45459
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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
Mary works as a sales associate at the Knitwell Group - Talbots retail store, assisting customers with clothing purchases. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
9258 Wealth Management, LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
UBS Financial Services INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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