R Durcanin
R Durcanin is a registered investment advisor at Charles Schwab & CO., INC., based in San Francisco, CA, with 36 years of industry experience. R 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
San Francisco, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
R is a Foundation Trustee at Ohio University since 2016. This involves a group of 100 alumni meeting on campus a few times per year, taking about 10-20% of R's time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Sutro & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.