JC
CFP
JC
CFP
Jayme Cross
26 Years of Experience
Lone Tree, CO
1 DisclosureBroker
Jayme Cross is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 26 years of industry experience. Jayme 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
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lone Tree, CO
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2021Closed-No Action
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 4 mos
Schwab Wealth Advisory, INC.
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Advice and Planning Services
May 2005 - May 2021 · 16 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2004 - May 2021 · 16 yrs 11 mos
Tiaa-Cref Trust Company, Fsb
June 2004 - May 2005 · 11 mos
Linsco/private Ledger CORP.
August 2002 - April 2003 · 8 mos
Linsco/private Ledger CORP.Broker
March 2000 - April 2003 · 3 yrs 1 mo
Bisys Fund Services Limited PartnershipBroker
October 1998 - March 1999 · 5 mos
Brokerage Administrators CorporationBroker
July 1996 - June 1998 · 1 yr 11 mos
State Registrations36 states
AKARAZCACOCTFLGAHIIDILINKSKYMAMDMIMNMTNCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.