Behzad Mansouri is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 26 years of industry experience. Behzad 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 →Other Business Activities
Behzad is a board member for Decahydron, an energy/utilities company in Ireland, and a member of the Global Advisory Board for More Than Capital, a financial services company in Luxembourg. Both roles involve governance responsibilities and take up less than 20 hours per month, with no time spent during security trading hours.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Credit Agricole Securities (USA) INC.Broker
Bny Mellon Capital Markets, LLCBroker
Bny Capital Markets INC.Broker
Bny Investment Center INC.Broker
PNC InvestmentsBroker
PNC Capital Markets LLCBroker
Barclays Capital INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.