Hollie Taylor is a registered investment advisor at Charles Schwab & CO., INC., based in Oceanside, CA, with 22 years of industry experience. Hollie 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
Oceanside, CA
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 →Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
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.