Blanca Fernandez is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 28 years of industry experience. Blanca 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
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
Blanca works as a relationship manager for client accounts at Texas Capital Bank since October 2024, determining client needs for investments, banking, and loan products. This is a full-time commitment, with nearly full-time hours dedicated during trading hours.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Tcbi SecuritiesBroker
Texas Capital Bank Private Wealth Advisors
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Tcbi SecuritiesBroker
Texas Capital Bank Private Wealth Advisors
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Stanford Group Company
Stanford Group CompanyBroker
UBS International INC.
UBS International INC.Broker
UBS Painewebber INC.Broker
UBS Painewebber INC.
Prudential Securities IncorporatedBroker
State Registrations16 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.