Eric Dronen
Eric Dronen is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 33 years of industry experience. Eric 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Eric is the CFO/Vice President of TED Capital LLC, where his duties include analyzing investment property profit and loss for purchase consideration as a rental property. This activity takes about 10-20% of Eric's time and is not investment related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Simondavis, INC.
Charles Schwab & CO., INC.Broker
Fbs Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations53 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.