Donald Franks is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in San Antonio, TX, with 39 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
USAA Investment Management Company
USAA Investment Management CompanyBroker
Fidelity Brokerage Services, INC.Broker
Nml Equity Services, INC.Broker
First Investors CorporationBroker
State Registrations33 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
More Advisors
- John Bendele, ChFCCharles Schwab & CO., INC.
- Ernest MartinezCharles Schwab & CO., INC.
- Celia Martel, ChFCCharles Schwab & CO., INC.
- Michael Tejeda, ChFCCharles Schwab & CO., INC.
- Daniel Meisenheimer, CFPCharles Schwab & CO., INC.
- David Chapman, CFPCharles Schwab & CO., INC.