Michael Lewallen
Michael Lewallen is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 34 years of industry experience. Michael 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
9800 Schwab Way, Lone Tree, CO, 80124
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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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Transamerica Capital, INC.Broker
Investment Advisors
Proequities, INC.Broker
John Hancock Advisers, LLC
John Hancock Distributors LLCBroker
John Hancock Distributors LLC
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Seligman Advisors, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 states
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