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Christopher Morrison

4 Years of Experience
Saginaw, TX
Broker

Christopher Morrison is a registered investment advisor at PNC Wealth Management, based in Saginaw, TX, with 4 years of industry experience. Christopher 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

1417 North Saginaw Boulevard, Saginaw, TX, 76179

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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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Other Business Activities

Christopher works as a pipe organist, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
PNC Wealth Management LLCBroker
January 2023 - Present · 3 yrs 4 mos
PNC Wealth Management
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Equitable Advisors, LLC
December 2021 - January 2023 · 1 yr 1 mo
Equitable Advisors, LLCBroker
October 2021 - January 2023 · 1 yr 3 mos
State Registrations7 states
ARDCFLGAMOMSTX
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.