Shalisa Beck is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Beaverton, OR, with 33 years of industry experience. Shalisa 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
2855 SW Cedar Hills Blvd., Suite 120, Beaverton, OR, 97005
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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
Shalisa is a committee member for the Citizens Bond Oversight Committee, reviewing progress on school district bond projects. She also owns Becoming Her, LLC, related to her hobby of competitive bodybuilding, with the potential for sponsorships and occasional training to women; both activities take about 10-20% of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Country Capital Management CompanyBroker
Waddell & ReedBroker
Waddell & Reed
Futurity First Investment Services INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Teachers Personal Investors Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Allmerica Investments, INC.Broker
Canada Life of America Financial Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Nylife Securities INC.Broker
State Registrations19 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.