Robert Garber is a registered investment advisor at Charles Schwab & CO., INC., based in Albuquerque, NM, with 14 years of industry experience. Robert 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
2442 Louisiana Blvd NE, Albuquerque, NM, 87110
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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
Robert is an uncompensated board member of the Sonoita-Elgin Fire District since 2021. This requires about 10-20% of his time, with minimal time spent during trading hours.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
Key Clearing CORP.Broker
Mariner Financial Services, INC.Broker
Waddell & Reed, INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations6 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.