Jeffrey Bottorff is a registered investment advisor at Charles Schwab & CO., INC., based in Chicago, IL, with 25 years of industry experience. Jeffrey 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
150 S. Wacker Drive, Chicago, IL, 60606-4111
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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.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Level Four Advisory Services
LPL Financial LLCBroker
LPL Financial LLCBroker
Guardian Investor Services LLCBroker
Afd, INC.Broker
National Planning CorporationBroker
1st Global Capital CORP.Broker
Banc One Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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