Matthew Mccoy
Matthew Mccoy is a registered investment advisor at PNC Wealth Management, based in Pendleton, IN, with 2 years of industry experience. Matthew 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
Pendleton, IN
Get directionsHistory
Regulatory History (1)
Criminal
April 2020Other Business Activities
Matthew is a member of Freedom Creek LLC, a coffee roasting business, since 2021. This activity is not investment-related and requires minimal time during trading hours.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLC
PNC Wealth Management LLCBroker
State Registrations49 states
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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