DB
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Daniela Baez
6 Years of Experience
Easton, PA
2 DisclosuresBroker
Daniela Baez is a registered investment advisor at PNC Wealth Management, based in Easton, PA, with 6 years of industry experience. Daniela 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Easton, PA
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Regulatory History (2)
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Financial
August 2025Pending
Financial
July 2025Pending
Employment History
Current Registrations
PNC Wealth Management
January 2023 - Present · 3 yrs 6 mos
PNC Wealth Management LLC
December 2022 - Present · 3 yrs 7 mos
PNC Wealth Management LLCBroker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2021 - December 2022 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
April 2021 - December 2022 · 1 yr 8 mos
VALIC Financial Advisors, INC.Broker
November 2020 - March 2021 · 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2019 - June 2020 · 1 yr
State Registrations25 states
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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.