R Durcanin
R Durcanin is a registered investment advisor at Charles Schwab & CO., INC., based in San Francisco, CA, with 37 years of industry experience. R 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
425 Market Street, Floor 17, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (2)
Financial
December 2024Customer 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.Broker
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Sutro & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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
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