Janet Haley is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Alexandria, VA, with 30 years of industry experience. Janet 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
1920 Ballenger Ave, Suite 120, Alexandria, VA, 22314-6818
Get directionsHistory
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 →Other Business Activities
Janet owns two rental units at Bay Beach Condominium Company since 1995, dedicating minimal time to landlord duties. She also owns a short-term rental property in Rehoboth Beach, DE, spending about 10-20% of her time in the summer and a few hours per week during the rest of the year. Janet co-authored a book in 2002, dedicating about 10% of her time to it.
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
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Cohen & Steers Securities, LLCBroker
Evergreen Investment Services, INC.Broker
Conseco Equity Sales, INC.Broker
Calvert Distributors, INC.Broker
Aegon USA Securities INC.Broker
State Registrations40 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.