Brandon James
Brandon James is a registered investment advisor at Charles Schwab & CO., INC., based in Menlo Park, CA, with 33 years of industry experience. Brandon 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
800 El Camino Real, Suite 100, Menlo Park, CA, 94025-4875
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business Activities
Brandon owns and manages a rental property in Fairfield, CA since 2018. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Discover Brokerage Direct, INC.Broker
Thomas F. White & CO., IncorporatedBroker
First California Capital Markets Group, INC.Broker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations21 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.