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Updated September 18, 2026. Quick answer: PNC Investments discloses a tiered schedule starting at 2.00% in its Disclosure Document for the Portfolio Solutions Program (Form ADV Part 2A Appendix 1, PNC Wealth Management LLC) (March 31, 2026). Converted to dollars, that runs $9,375 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Disclosure Document for the Portfolio Solutions Program (Form ADV Part 2A Appendix 1, PNC Wealth Management LLC) (March 31, 2026): “The Program Fee is based on the total assets under management … As the aggregate market value of the Program Account and if applicable, other managed accounts in the billing household reach a higher tier, as shown in the table below, the assets within that higher tier are charged a lower rate. Our standard Program Fee schedule is as follows: Assets Under Management / Maximum Program Fee – First $250,000, 2.00%; Next $250,000, 1.75%; Next $500,000, 1.50%; Next $1,000,000, 1.25%; Next $2,000,000, 1.00%; Over $4,000,000, Negotiable.”
- First $250,000: 2.00%
- Next $250,000: 1.75%
- Next $500,000: 1.50%
- Next $1,000,000: 1.25%
- Next $2,000,000: 1.00%
- Over $4,000,000: Negotiable
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $9,375 | 1.88% |
| $1,000,000 | $16,875 | 1.69% |
| $2,000,000 | $29,375 | 1.47% |
Verified: an independent SEC IAPD firm-name search for ‘PNC Investments LLC’ returns only CRD 129052 (PNC Wealth Management LLC) – no separate registrant exists, and IAPD lists ‘PNC Investments’ and ‘PNC Investments LLC’ as registered other-names of this same CRD, confirming this ADV covers PNC Investments’ brokerage-advisory business. This is a true marginal/tiered schedule (the source explicitly says the higher-tier rate applies only to ‘the assets within that higher tier’), computed like an income-tax bracket: $250,000 = 250,000×0.02 = $5,000; $500,000 = 5,000 + (250,000×0.0175=4,375) = $9,375; $1,000,000 = 9,375 + (500,000×0.015=7,500) = $16,875; $2,000,000 = 16,875 + (1,000,000×0.0125=12,500) = $29,375. The identical schedule also appears verbatim in PNC’s Guided Solutions Program brochure (BRCHR_VRSN_ID 1036932); PNC Directions, a separate lower-cost digital program, instead charges a flat non-negotiable 1.00% with an $80 minimum annual fee and was not used here because Portfolio Solutions/Guided Solutions is the standard FA-directed managed-account analog to the other firms compared on this site.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, PNC Investments’s own published rate runs $9,375 a year.
Thinking about leaving PNC Investments instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
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- Disclosure Document for the Portfolio Solutions Program (Form ADV Part 2A Appendix 1, PNC Wealth Management LLC) (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036927
- SEC Investment Adviser Public Disclosure, PNC Wealth Management LLC (the sole SEC-registered IA entity carrying “PNC Investments” and “PNC Investments LLC” as registered other-names/aliases per IAPD) (CRD #129052): https://adviserinfo.sec.gov/firm/summary/129052
- PNC Wealth Management LLC (the sole SEC-registered IA entity carrying “PNC Investments” and “PNC Investments LLC” as registered other-names/aliases per IAPD), SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/129052/PDF/129052.pdf
Methodology. This page was built September 18, 2026, drawing on PNC Investments’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is PNC Investments a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See PNC Investments’s minimum investment, straight from its own Form ADV Part 2A brochure.
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