Brandon Blevins
Brandon Blevins is a registered investment advisor at PNC Wealth Management, based in Beavercreek, OH, with 3 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Location
3160 Dayton-Xenia Rd., Beavercreek, OH, 45434
Get directionsHistory
Regulatory History (1)
Financial
September 2018Other Business Activities
Brandon is the owner of Brandon Blevins Investments LLC, a rental property business, and performs property management while receiving rental income. He dedicates minimal time to this activity.
Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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
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