SL
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Satyanand Lutchmidat
29 Years of Experience
Orlando, FL
1 DisclosureBroker
Satyanand Lutchmidat is a registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 29 years of industry experience. Satyanand 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
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1958/1950/1991/2001 Summit Park Dr., Orlando Campus, Orlando, FL, 32810
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
September 2008 - Present · 18 yrs 1 mo
Charles Schwab & CO., INC.Broker
October 2007 - Present · 19 yrs
Previous Registrations
UBS Financial Services INC.Broker
March 2006 - September 2007 · 1 yr 6 mos
UBS Securities LLCBroker
January 2006 - March 2006 · 2 mos
UBS Financial Services INC.
March 1998 - January 2006 · 7 yrs 10 mos
UBS Financial Services INC.Broker
March 1998 - January 2006 · 7 yrs 10 mos
Morgan Stanley Market Products INC.Broker
October 1996 - March 1998 · 1 yr 5 mos
Morgan Stanley & CO., IncorporatedBroker
August 1996 - March 1998 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
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