Jean Paryl
Jean Paryl is a registered investment advisor at Charles Schwab & CO., INC., based in Southlake, TX, with 25 years of industry experience. Jean 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
1524 E. Southlake Blvd, Southlake, TX, 76092-6421
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Jean is the Board President of the DFW Humane Society in Irving, Texas, a non-investment related activity. Jean spends about 10-20% of their time making decisions that will affect the animal shelter.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations27 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.