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This allows clients to manage multiple aspects of their finances in one place.",[883],{"type":129,"attrs":884},{"color":773},{"type":869,"content":886},[887],{"type":18,"attrs":888,"content":889},{"textAlign":34},[890,896],{"text":891,"type":22,"marks":892},"Experienced financial advisors: ",[893,895],{"type":129,"attrs":894},{"color":773},{"type":38},{"text":897,"type":22,"marks":898},"Clients benefit from personalized guidance provided by a team of experienced financial advisors. 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These services ensure that clients have access to investment strategies aligned with their financial objectives.",[915],{"type":129,"attrs":916},{"color":773},{"type":869,"content":918},[919],{"type":18,"attrs":920,"content":921},{"textAlign":34},[922,928],{"text":923,"type":22,"marks":924},"High-quality service: ",[925,927],{"type":129,"attrs":926},{"color":773},{"type":38},{"text":929,"type":22,"marks":930},"PNC Wealth focuses on personalized client care, ensuring that each one receives support from a dedicated advisor.",[931],{"type":129,"attrs":932},{"color":773},{"type":764,"attrs":934,"content":935},{"level":858,"textAlign":34},[936],{"text":937,"type":22,"marks":938},"The cons of PNC Wealth Management",[939],{"type":129,"attrs":940},{"color":773},{"type":866,"content":942},[943,959,991],{"type":869,"content":944},[945],{"type":18,"attrs":946,"content":947},{"textAlign":34},[948,954],{"text":949,"type":22,"marks":950},"Higher fees: ",[951,953],{"type":129,"attrs":952},{"color":773},{"type":38},{"text":955,"type":22,"marks":956},"The firm’s fees, particularly for services such as Portfolio Solutions Strategist and Capital Directions, may be relatively high, especially for those with smaller portfolios. The program fee is tiered. Larger portfolios have lower fees, but the initial fee for smaller ones can be significant. These fees can be prohibitive for those looking for more cost-effective solutions.",[957],{"type":129,"attrs":958},{"color":773},{"type":869,"content":960},[961],{"type":18,"attrs":962,"content":963},{"textAlign":34},[964,970,975,986],{"text":965,"type":22,"marks":966},"Minimum investment requirements: ",[967,969],{"type":129,"attrs":968},{"color":773},{"type":38},{"text":971,"type":22,"marks":972},"Some of the advanced wealth management programs have high minimum investment thresholds. The minimum account size is typically $250,000, and those involving tactical allocations to variable annuities require ",[973],{"type":129,"attrs":974},{"color":773},{"text":976,"type":22,"marks":977},"at least $275,000",[978,981,984],{"type":31,"attrs":979},{"href":980,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.pnc.com/content/dam/pnc-com/pdf/personal/wealth-investments/PNCI/Portfolio_Solutions_ADV_Part_2a.pdf",{"type":129,"attrs":982},{"color":983},"#1155CC",{"type":985},"underline",{"text":987,"type":22,"marks":988},". This may limit access for clients with smaller portfolios.",[989],{"type":129,"attrs":990},{"color":773},{"type":869,"content":992},[993],{"type":18,"attrs":994,"content":995},{"textAlign":34},[996,1002],{"text":997,"type":22,"marks":998},"Less emphasis on digital tools: ",[999,1001],{"type":129,"attrs":1000},{"color":773},{"type":38},{"text":1003,"type":22,"marks":1004},"While PNC offers investment management services, its digital tools and online resources may not be as robust as those on fully digital platforms. This could be a downside for tech-savvy investors seeking more advanced features.",[1005],{"type":129,"attrs":1006},{"color":773},{"type":18,"attrs":1008,"content":1009},{"textAlign":34},[1010],{"text":1011,"type":22,"marks":1012},"PNC Wealth Management offers a comprehensive suite of services with tiered fees that benefit clients with larger portfolios. However, higher fees for smaller accounts and significant minimum investment requirements could be barriers for those with smaller portfolios.",[1013],{"type":129,"attrs":1014},{"color":773},{"type":18,"attrs":1016,"content":1017},{"textAlign":34},[1018],{"text":1019,"type":22,"marks":1020},"While it excels in personalized financial strategies and professional management, its fees and digital tools may not suit every investor, especially those seeking lower-cost options or more advanced features.",[1021],{"type":129,"attrs":1022},{"color":773},{"type":764,"attrs":1024,"content":1025},{"level":766,"textAlign":34},[1026],{"text":1027,"type":22,"marks":1028},"PNC Wealth Management fees: how much does it cost?",[1029,1031],{"type":129,"attrs":1030},{"color":773},{"type":38},{"type":18,"attrs":1033,"content":1034},{"textAlign":34},[1035,1040,1046,1056,1062],{"text":1036,"type":22,"marks":1037},"PNC Wealth Management typically charges ",[1038],{"type":129,"attrs":1039},{"color":773},{"text":1041,"type":22,"marks":1042},"annual advisory fees of up to ",[1043,1045],{"type":129,"attrs":1044},{"color":773},{"type":38},{"text":1047,"type":22,"marks":1048},"2%",[1049,1052,1054,1055],{"type":31,"attrs":1050},{"href":1051,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.pnc.com/content/dam/pnc-com/pdf/personal/wealth-investments/PNCI/Strategist_ADV_Part_2a.pdf",{"type":129,"attrs":1053},{"color":983},{"type":38},{"type":985},{"text":1057,"type":22,"marks":1058}," for the first $250,000 in assets",[1059,1061],{"type":129,"attrs":1060},{"color":773},{"type":38},{"text":1063,"type":22,"marks":1064},", with tiered rates that decrease as your portfolio grows. Fees vary by program, are asset-based rather than commission-based, and are generally billed quarterly in advance.",[1065],{"type":129,"attrs":1066},{"color":773},{"type":18,"attrs":1068,"content":1069},{"textAlign":34},[1070],{"text":1071,"type":22,"marks":1072},"The tables below outline PNC’s standard tiered fee schedule and program-specific costs.",[1073],{"type":129,"attrs":1074},{"color":773},{"type":764,"attrs":1076,"content":1077},{"level":858,"textAlign":34},[1078],{"text":1079,"type":22,"marks":1080},"PNC Wealth Management: Standard Tiered Fee 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Fund expenses and brokerage-related fees not covered by wrap fee.",{"type":18,"attrs":1668,"content":1669},{"textAlign":34},[1670,1672,1678],{"text":1671,"type":22},"PNC Directions\t",{"text":1673,"type":22,"marks":1674},"1%",[1675],{"type":31,"attrs":1676},{"href":1677,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.pnc.com/content/dam/pnc-com/pdf/personal/wealth-investments/PNCI/PNC_Directions_ADV_Part_2a.pdf",{"text":1679,"type":22}," of AUM(annualized); min annual fee of $80.\tQuarterly in advance.\tAdvisory and portfolio management services.\tFund expense ratios and other product-level costs.",{"type":18,"attrs":1681,"content":1682},{"textAlign":34},[1683],{"text":1684,"type":22},"Portfolio Solutions\tTiered AUM-based wrap fee program.\tQuarterly in advance.\tWrap program includes advisory, monitoring, and transaction costs.\tFund expenses and some brokerage-related fees may apply.",{"type":18,"attrs":1686,"content":1687},{"textAlign":34},[1688],{"text":1689,"type":22},"Capital Directions\tTiered AUM-based wrap fee.\tQuarterly in advance.\tWrap advisory fee covers advice and account admin.\tFund expense ratios and fees for non-program transactions.",{"type":18,"attrs":1691,"content":1692},{"textAlign":34},[1693],{"text":1694,"type":22},"PNC Guided Solutions\tAUM-based fee (varies by portfolio and services).\tQuarterly in advance.\tDigital and advisor-assisted guidance included.\tUnderlying fund expenses and account maintenance fees.",{"type":18,"attrs":1696,"content":1697},{"textAlign":34},[1698],{"text":1699,"type":22},"PNC Directions Annuities\tFee based on contract and select insurance products.\tQuarterly in advance or as specified by policy.\tInvestment advisory services for variable annuities.\tInsurance charges, and mortality and expense fees apply.",{"type":18,"attrs":1701},{"textAlign":34},{"_uid":1703,"data":1704,"component":1083},"fa789b9f-f533-4ba4-af54-c5a47d8f3a82",{"type":15,"content":1705},[1706,1714,1722,1730,1739,1747],{"type":18,"attrs":1707,"content":1708},{"textAlign":34},[1709],{"text":1710,"type":22,"marks":1711},"PNC Investments uses a tiered, asset-based advisory-fee model that declines with larger portfolios.",[1712],{"type":129,"attrs":1713},{"color":773},{"type":18,"attrs":1715,"content":1716},{"textAlign":34},[1717],{"text":1718,"type":22,"marks":1719},"Most wrap programs bundle advisory and transaction services, but Portfolio Solutions Strategist has a separate manager fee and pass-through costs on trades executed outside National Financial Services (NFS).",[1720],{"type":129,"attrs":1721},{"color":773},{"type":18,"attrs":1723,"content":1724},{"textAlign":34},[1725],{"text":1726,"type":22,"marks":1727},"Fees are negotiable at the advisor’s discretion, and some people may qualify for discounted pricing. Across all programs, clients are responsible for mutual fund expense ratios and, for annuity products, insurance-related charges.",[1728],{"type":129,"attrs":1729},{"color":773},{"type":764,"attrs":1731,"content":1732},{"level":766,"textAlign":34},[1733],{"text":1734,"type":22,"marks":1735},"What is PNC Wealth Management’s minimum account size?",[1736,1738],{"type":129,"attrs":1737},{"color":773},{"type":38},{"type":18,"attrs":1740,"content":1741},{"textAlign":34},[1742],{"text":1743,"type":22,"marks":1744},"PNC Wealth Management’s minimum account size ranges from $5,000 to $500,000, depending on the advisory program selected. ",[1745],{"type":129,"attrs":1746},{"color":773},{"type":18,"attrs":1748,"content":1749},{"textAlign":34},[1750],{"text":1751,"type":22,"marks":1752},"The table below outlines the required minimums for each service.",[1753],{"type":129,"attrs":1754},{"color":773},{"_uid":1756,"caption":12,"content":1757,"component":1104,"show_search":543,"paste_content":1771,"number_of_rows":1142,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"5c1c2c2c-e553-440d-a081-570821643e04",{"tbody":1758,"thead":1766,"fieldtype":1103},[1759],{"_uid":1760,"body":1761,"component":1096},"3f7c5a9c-29aa-40db-a24d-0b1ccdaba470",[1762,1764],{"_uid":1763,"value":12,"component":1093},"7c5f2b3d-5f50-4a68-9d3c-aeebbff7879b",{"_uid":1765,"value":12,"component":1093},"d33614c2-9f1b-4270-aa1e-3f554948b73e",[1767,1769],{"_uid":1768,"value":12,"component":1100},"29ec9dc3-07a6-4423-8456-a6f33a2695ea",{"_uid":1770,"value":12,"component":1100},"bf336226-0a96-4954-9c96-f3388f415dc1",{"type":15,"content":1772},[1773,1778,1783,1788,1793,1798,1803,1808],{"type":18,"attrs":1774,"content":1775},{"textAlign":34},[1776],{"text":1777,"type":22},"Program\tMinimum account size",{"type":18,"attrs":1779,"content":1780},{"textAlign":34},[1781],{"text":1782,"type":22},"PNC Directions\t$5,000",{"type":18,"attrs":1784,"content":1785},{"textAlign":34},[1786],{"text":1787,"type":22},"PNC Guided Solutions\t$500,000",{"type":18,"attrs":1789,"content":1790},{"textAlign":34},[1791],{"text":1792,"type":22},"PNC Portfolio Solutions\t$250,000; $275,000 if including tactical allocation to variable annuities with a $25,000 min allocation",{"type":18,"attrs":1794,"content":1795},{"textAlign":34},[1796],{"text":1797,"type":22},"PNC Portfolio Solutions Strategist\t$250,000",{"type":18,"attrs":1799,"content":1800},{"textAlign":34},[1801],{"text":1802,"type":22},"PNC Capital Directions\t$50,000",{"type":18,"attrs":1804,"content":1805},{"textAlign":34},[1806],{"text":1807,"type":22},"PNC Capital Directions Annuities\t$50,000",{"type":18,"attrs":1809},{"textAlign":34},{"_uid":1811,"data":1812,"component":1083},"06439c26-a397-4334-a3ce-93601a6fadd1",{"type":15,"content":1813},[1814,1822,1831,1839,1847,1855,1938,1946,2012,2021,2029,2037,2046,2054,2062,2071,2079,2088,2096,2104,2112,2120,2128,2245,2253,2274],{"type":18,"attrs":1815,"content":1816},{"textAlign":34},[1817],{"text":1818,"type":22,"marks":1819},"These thresholds demonstrate PNC’s tiered service model, providing entry-level managed accounts for those with smaller portfolios and comprehensive, strategy-driven options for clients with larger, more complex portfolios.",[1820],{"type":129,"attrs":1821},{"color":773},{"type":764,"attrs":1823,"content":1824},{"level":766,"textAlign":34},[1825],{"text":1826,"type":22,"marks":1827},"Who should choose PNC Wealth Management?",[1828,1830],{"type":129,"attrs":1829},{"color":773},{"type":38},{"type":18,"attrs":1832,"content":1833},{"textAlign":34},[1834],{"text":1835,"type":22,"marks":1836},"PNC Wealth Management is best suited for investors who want personalized, advisor-led guidance supported by a dedicated team that integrates banking, investment management, and trust and estate services.",[1837],{"type":129,"attrs":1838},{"color":773},{"type":18,"attrs":1840,"content":1841},{"textAlign":34},[1842],{"text":1843,"type":22,"marks":1844},"It appeals to clients who value professional advice, discretionary portfolio oversight, and coordinated wealth strategies tailored to long-term goals.",[1845],{"type":129,"attrs":1846},{"color":773},{"type":18,"attrs":1848,"content":1849},{"textAlign":34},[1850],{"text":1851,"type":22,"marks":1852},"PNC Wealth Management works well for:",[1853],{"type":129,"attrs":1854},{"color":773},{"type":866,"content":1856},[1857,1882,1896,1910,1924],{"type":869,"content":1858},[1859],{"type":18,"attrs":1860,"content":1861},{"textAlign":34},[1862,1867,1871,1878],{"text":1529,"type":22,"marks":1863},[1864,1866],{"type":129,"attrs":1865},{"color":773},{"type":38},{"text":1535,"type":22,"marks":1868},[1869],{"type":129,"attrs":1870},{"color":773},{"text":1540,"type":22,"marks":1872},[1873,1875,1877],{"type":31,"attrs":1874},{"href":1051,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1876},{"color":1546},{"type":985},{"text":1549,"type":22,"marks":1879},[1880],{"type":129,"attrs":1881},{"color":773},{"type":869,"content":1883},[1884],{"type":18,"attrs":1885,"content":1886},{"textAlign":34},[1887,1892],{"text":1559,"type":22,"marks":1888},[1889,1891],{"type":129,"attrs":1890},{"color":773},{"type":38},{"text":1565,"type":22,"marks":1893},[1894],{"type":129,"attrs":1895},{"color":773},{"type":869,"content":1897},[1898],{"type":18,"attrs":1899,"content":1900},{"textAlign":34},[1901,1906],{"text":1575,"type":22,"marks":1902},[1903,1905],{"type":129,"attrs":1904},{"color":773},{"type":38},{"text":1581,"type":22,"marks":1907},[1908],{"type":129,"attrs":1909},{"color":773},{"type":869,"content":1911},[1912],{"type":18,"attrs":1913,"content":1914},{"textAlign":34},[1915,1920],{"text":1591,"type":22,"marks":1916},[1917,1919],{"type":129,"attrs":1918},{"color":773},{"type":38},{"text":1597,"type":22,"marks":1921},[1922],{"type":129,"attrs":1923},{"color":773},{"type":869,"content":1925},[1926],{"type":18,"attrs":1927,"content":1928},{"textAlign":34},[1929,1934],{"text":1607,"type":22,"marks":1930},[1931,1933],{"type":129,"attrs":1932},{"color":773},{"type":38},{"text":1613,"type":22,"marks":1935},[1936],{"type":129,"attrs":1937},{"color":773},{"type":18,"attrs":1939,"content":1940},{"textAlign":34},[1941],{"text":1942,"type":22,"marks":1943},"PNC Wealth Management may not be suitable for:",[1944],{"type":129,"attrs":1945},{"color":773},{"type":866,"content":1947},[1948,1964,1980,1996],{"type":869,"content":1949},[1950],{"type":18,"attrs":1951,"content":1952},{"textAlign":34},[1953,1959],{"text":1954,"type":22,"marks":1955},"Active traders or DIY investors: ",[1956,1958],{"type":129,"attrs":1957},{"color":773},{"type":38},{"text":1960,"type":22,"marks":1961},"PNC’s managed-account structure doesn’t support frequent trading or direct stock selection.",[1962],{"type":129,"attrs":1963},{"color":773},{"type":869,"content":1965},[1966],{"type":18,"attrs":1967,"content":1968},{"textAlign":34},[1969,1975],{"text":1970,"type":22,"marks":1971},"Investors with smaller portfolios: ",[1972,1974],{"type":129,"attrs":1973},{"color":773},{"type":38},{"text":1976,"type":22,"marks":1977},"Minimums ranging from $50,000 to $500,000 may limit accessibility for entry-level investors.",[1978],{"type":129,"attrs":1979},{"color":773},{"type":869,"content":1981},[1982],{"type":18,"attrs":1983,"content":1984},{"textAlign":34},[1985,1991],{"text":1986,"type":22,"marks":1987},"Those seeking low-cost digital automation: ",[1988,1990],{"type":129,"attrs":1989},{"color":773},{"type":38},{"text":1992,"type":22,"marks":1993},"While Guided Solutions includes digital elements, PNC’s approach centers on advisor interaction instead of algorithm-based portfolio management.",[1994],{"type":129,"attrs":1995},{"color":773},{"type":869,"content":1997},[1998],{"type":18,"attrs":1999,"content":2000},{"textAlign":34},[2001,2007],{"text":2002,"type":22,"marks":2003},"Clients who want regular control over investment choices: ",[2004,2006],{"type":129,"attrs":2005},{"color":773},{"type":38},{"text":2008,"type":22,"marks":2009},"Portfolios are professionally managed based on model strategies, which limit investor-driven customization.",[2010],{"type":129,"attrs":2011},{"color":773},{"type":764,"attrs":2013,"content":2014},{"level":766,"textAlign":34},[2015],{"text":2016,"type":22,"marks":2017},"PNC Wealth Management: Is it secure? ",[2018,2020],{"type":129,"attrs":2019},{"color":773},{"type":38},{"type":18,"attrs":2022,"content":2023},{"textAlign":34},[2024],{"text":2025,"type":22,"marks":2026},"Yes, PNC Wealth Management is considered secure. It operates under PNC Financial Services Group, with banking services provided through PNC Bank, N.A., which is FDIC-insured, and investment services offered through PNC Investments, a broker-dealer and investment advisor regulated by the SEC and FINRA.",[2027],{"type":129,"attrs":2028},{"color":773},{"type":18,"attrs":2030,"content":2031},{"textAlign":34},[2032],{"text":2033,"type":22,"marks":2034},"PNC uses multifactor authentication, device verification, and encrypted online access to protect client accounts. Investment assets are generally custodied by NFS and protected by SIPC insurance up to $500,000 (including $250,000 for cash), though this does not cover market losses. Banking products carry separate FDIC coverage within applicable limits.",[2035],{"type":129,"attrs":2036},{"color":773},{"type":764,"attrs":2038,"content":2039},{"level":766,"textAlign":34},[2040],{"text":2041,"type":22,"marks":2042},"PNC Wealth Management: Customer service",[2043,2045],{"type":129,"attrs":2044},{"color":773},{"type":38},{"type":18,"attrs":2047,"content":2048},{"textAlign":34},[2049],{"text":2050,"type":22,"marks":2051},"PNC Wealth Management’s customer service is generally well-regarded, with clients noting responsive support and clear guidance—particularly when working directly with a financial advisor. Access to support varies by service tier: most clients receive assistance through email and live chat during business hours for routine inquiries and account management.",[2052],{"type":129,"attrs":2053},{"color":773},{"type":18,"attrs":2055,"content":2056},{"textAlign":34},[2057],{"text":2058,"type":22,"marks":2059},"However, the lack of 24/7 availability may be limiting for those who need immediate help outside standard hours, especially compared to competitors with round-the-clock service. Clients in higher-tier programs benefit from direct access to dedicated financial advisors, who are available by phone during business hours to provide personalized guidance on retirement planning, investment strategies, and tax considerations.",[2060],{"type":129,"attrs":2061},{"color":773},{"type":764,"attrs":2063,"content":2064},{"level":766,"textAlign":34},[2065],{"text":2066,"type":22,"marks":2067},"PNC Wealth Management: Mobile app",[2068,2070],{"type":129,"attrs":2069},{"color":773},{"type":38},{"type":18,"attrs":2072,"content":2073},{"textAlign":34},[2074],{"text":2075,"type":22,"marks":2076},"PNC Wealth Management’s mobile app provides convenient access to banking and basic investment features, allowing clients to view balances, transfer funds, and deposit checks. The app is easy to use but lacks advanced tools such as detailed portfolio analysis or comprehensive planning features found on the desktop platform. It works well for clients who mainly need simple account access and routine management but may feel limited for those seeking deeper investment insights or real-time advisory interaction.",[2077],{"type":129,"attrs":2078},{"color":773},{"type":764,"attrs":2080,"content":2081},{"level":766,"textAlign":34},[2082],{"text":2083,"type":22,"marks":2084},"Is PNC Wealth Management worth it?",[2085,2087],{"type":129,"attrs":2086},{"color":773},{"type":38},{"type":18,"attrs":2089,"content":2090},{"textAlign":34},[2091],{"text":2092,"type":22,"marks":2093},"Whether PNC Wealth Management is worth it depends on the type of investor.",[2094],{"type":129,"attrs":2095},{"color":773},{"type":18,"attrs":2097,"content":2098},{"textAlign":34},[2099],{"text":2100,"type":22,"marks":2101},"For affluent clients and those seeking personalized financial advice, it offers a comprehensive suite of services, including investment management, retirement planning, and tax strategies tailored to individual goals.",[2102],{"type":129,"attrs":2103},{"color":773},{"type":18,"attrs":2105,"content":2106},{"textAlign":34},[2107],{"text":2108,"type":22,"marks":2109},"The minimum investment for higher-tier programs like PNC Portfolio Solutions and Capital Directions ranges from $50,000 to $250,000, making them an option for investors with moderate to large portfolios.",[2110],{"type":129,"attrs":2111},{"color":773},{"type":18,"attrs":2113,"content":2114},{"textAlign":34},[2115],{"text":2116,"type":22,"marks":2117},"Clients can access financial advisors who provide guidance on complex matters, making it a good choice for individuals seeking hands-on support.",[2118],{"type":129,"attrs":2119},{"color":773},{"type":18,"attrs":2121,"content":2122},{"textAlign":34},[2123],{"text":2124,"type":22,"marks":2125},"However, for investors with smaller portfolios or those seeking low-fee, automated portfolio management, PNC Wealth Management may feel less accessible, as it lacks the lower minimums and automated features some robo-advisor platforms have.",[2126],{"type":129,"attrs":2127},{"color":773},{"type":18,"attrs":2129,"content":2130},{"textAlign":34},[2131,2136,2150,2164,2169,2183,2188,2202,2207,2221,2226,2240],{"text":2132,"type":22,"marks":2133},"Investors considering alternatives to PNC Wealth Management may also compare other full-service advisory firms such as",[2134],{"type":129,"attrs":2135},{"color":773},{"text":2137,"type":22,"marks":2138}," Baird Wealth Management, ",[2139,2148],{"type":31,"attrs":2140},{"href":2141,"uuid":2142,"anchor":34,"target":35,"linktype":74,"story":2143},"/discover/financial-advice/baird-wealth-management","a84bc780-be70-4f56-84a1-dfa51dd5e8ea",{"name":2144,"id":2145,"uuid":2142,"slug":2146,"url":2147,"full_slug":2147,"_stopResolving":558},"Baird Wealth Management",569342964,"baird-wealth-management","discover/financial-advice/baird-wealth-management",{"type":129,"attrs":2149},{"color":773},{"text":2151,"type":22,"marks":2152},"RBC Wealth Management ",[2153,2162],{"type":31,"attrs":2154},{"href":2155,"uuid":2156,"anchor":34,"target":35,"linktype":74,"story":2157},"/discover/financial-advice/rbc-wealth-management-review","e1c7674d-f03b-4ac0-a65b-53161e07d3cb",{"name":2158,"id":2159,"uuid":2156,"slug":2160,"url":2161,"full_slug":2161,"_stopResolving":558},"RBC Wealth Management review",668650588,"rbc-wealth-management-review","discover/financial-advice/rbc-wealth-management-review",{"type":129,"attrs":2163},{"color":773},{"text":2165,"type":22,"marks":2166},"or",[2167],{"type":129,"attrs":2168},{"color":773},{"text":2170,"type":22,"marks":2171}," Bank of America Wealth Management, ",[2172,2181],{"type":31,"attrs":2173},{"href":2174,"uuid":2175,"anchor":34,"target":35,"linktype":74,"story":2176},"/discover/financial-advice/bank-of-america-wealth-management","4f903a29-ed74-49bd-9f45-071186343d18",{"name":2177,"id":2178,"uuid":2175,"slug":2179,"url":2180,"full_slug":2180,"_stopResolving":558},"Bank of America wealth management",567334455,"bank-of-america-wealth-management","discover/financial-advice/bank-of-america-wealth-management",{"type":129,"attrs":2182},{"color":773},{"text":2184,"type":22,"marks":2185},"which offer similarly broad planning and investment services. Those looking for more accessible, hybrid or digital-first options might explore platforms like ",[2186],{"type":129,"attrs":2187},{"color":773},{"text":2189,"type":22,"marks":2190},"Empower Personal Strategy,",[2191,2200],{"type":31,"attrs":2192},{"href":2193,"uuid":2194,"anchor":34,"target":35,"linktype":74,"story":2195},"/discover/financial-advice/empower-personal-strategy-review","059546e0-36af-4985-bb16-8895623c4987",{"name":2196,"id":2197,"uuid":2194,"slug":2198,"url":2199,"full_slug":2199,"_stopResolving":558},"Empower Personal Strategy Review",91481397357171,"empower-personal-strategy-review","discover/financial-advice/empower-personal-strategy-review",{"type":129,"attrs":2201},{"color":773},{"text":2203,"type":22,"marks":2204}," ",[2205],{"type":129,"attrs":2206},{"color":773},{"text":2208,"type":22,"marks":2209},"SoFi Automated 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