Leland White is a registered investment advisor at Charles Schwab & CO., INC., based in Fort Worth, TX, with 30 years of industry experience. Leland 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
409 Throckmorton St, Fort Worth, TX, 76102
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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
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Phoenix Equity Planning CorporationBroker
Capital Brokerage CorporationBroker
Usallianz Investor Services, LLCBroker
Banc of America Investment Services, INC.Broker
Chase Investment Services CORP.Broker
Chase Securities of Texas, INC.Broker
Addison Securities, INC.Broker
Americap Financial, INC.Broker
Texas Securities, INC.Broker
Lehman Brothers INC.Broker
Bear, Stearns & CO. INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations9 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.