Michael Chewning is a registered investment advisor at Charles Schwab & CO., INC., based in Erie, CO, with 28 years of industry experience. Michael 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
Erie, CO
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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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
Wm Smith & CO.Broker
Macquarie Capital (USA) INC.Broker
Tristone Capital CO.Broker
Tristone Capital (U.S.A.) INC.Broker
Petrie Parkman & CO., INC.Broker
Morgan Keegan & Company, INC.Broker
Hsbc Securities (USA) INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations53 states
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