Antonio Zapata is a registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 21 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2423 E Lincoln Dr, Phoenix, AZ, 85016-1215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Antonio works full-time as a Platinum Relationship Manager II at AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in June 2021.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Financial Engines Advisors L.L.C.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations53 states
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