Scott Ross is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 16 years of industry experience. Scott 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
3000 Schwab Way, Westlake, TX, 76262
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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.Broker
Charles Schwab & CO., INC.
Previous Registrations
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Edward Jones
Edward JonesBroker
Strategic Resource Management, INC.Broker
Lew Lieberbaum & CO., INC.Broker
La Jolla Capital CorporationBroker
Northeast Securities, INC.Broker
Thomas James Associates, INC.Broker
Chelsea Street Securities, INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations45 states
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