Eric Alaniz is a registered investment advisor at Charles Schwab & CO., INC., based in Southlake, TX, with 23 years of industry experience. Eric 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 Ln, Southlake, TX, 76092
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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.Broker
Charles Schwab & CO., INC.
Previous Registrations
First National Advisers, LLC
Cumberland Hill Capital Management LLC
Madden Asset Management
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Apex Clearing CorporationBroker
Penson Financial Services, INC.Broker
Charles Schwab & CO., INC.Broker
NFP Securities, INC.Broker
Scottrade, INC.Broker
Cybertrader, INC.Broker
Janus Distributors, INC.Broker
Josephthal & CO., INC.Broker
Crispin Koehler SecuritiesBroker
State Registrations1 state
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.