Hana Lee is a registered investment advisor at PNC Wealth Management, based in Charlotte, NC, with 1 years of industry experience. Hana 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
2000 Randolph Road, Charlotte, NC, 28207
Get directionsHistory
Regulatory History (1)
Criminal
October 2007Other Business Activities
Hana works part-time as a sales associate at a beauty-related retail store called Dollar Plus and Beauty. This activity, which is not investment-related, takes about 10-20% of her time.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, 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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