Robin Ketchem is a registered investment advisor at Charles Schwab & CO., INC., based in Fort Lupton, CO, with 31 years of industry experience. Robin 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
Fort Lupton, CO
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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
Robin works as a driver for GrubHub, a restaurant/food services company, picking up and delivering food orders to customers. This takes about 10-20% of Robin's time and does not occur during trading hours.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Gwfs Equities, INC.Broker
National Planning CorporationBroker
Wachovia Securities, LLCBroker
Gwfs Equities, INC.Broker
Ifg Network Securities, INC.Broker
Vestax Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Global Capital Securities CorporationBroker
Ebi Securities CorporationBroker
Hanifen, Imhoff Clearing CORP.Broker
Hanifen, Imhoff INC.Broker
State Registrations2 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.