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Erick Cova

5 Years of Experience
Pittsboro, NC
1 DisclosureBroker

Erick Cova is a registered investment advisor at PNC Wealth Management, based in Pittsboro, NC, with 5 years of industry experience. Erick 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

Pittsboro, NC

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History

Regulatory History (1)
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Criminal
February 2011
Final Disposition
Other Business Activities

Erick works as a delivery driver for DoorDash. This activity is not investment-related.

Employment History
Current Registrations
PNC Wealth Management
March 2023 - Present · 3 yrs 2 mos
PNC Wealth Management LLC
March 2023 - Present · 3 yrs 2 mos
PNC Wealth Management LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
VALIC Financial Advisors, INC.
January 2022 - February 2022 · 1 mo
VALIC Financial Advisors, INC.Broker
January 2022 - February 2022 · 1 mo
MML Investors Services, LLC
April 2021 - August 2021 · 4 mos
MML Investors Services, LLCBroker
April 2021 - August 2021 · 4 mos
Mutual of Omaha Investor Services, INC.
September 2019 - April 2021 · 1 yr 7 mos
Mutual of Omaha Investor Services, INC.Broker
September 2019 - April 2021 · 1 yr 7 mos
J.P. Morgan Securities LLC
June 2019 - August 2019 · 2 mos
J.P. Morgan Securities LLCBroker
May 2019 - August 2019 · 3 mos
Mwa Financial Services INC.Broker
May 2018 - February 2019 · 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Erick Cova - Financial Advisor | TrueAdvisor