Marc Thiltgen
Marc Thiltgen is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 25 years of industry experience. Marc 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 Way, Westlake, TX, 76262
Get directionsHistory
Regulatory History (1)
Criminal
November 1990Other Business Activities
Marc owns a second home through Monte Vista Resources, LLC and intends to rent it out seasonally, taking minimal time. He is also a shareholder/member of Belknap and Elsmere LLC and a board member of the San Antonio Academy Alumni Association, each requiring minimal time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Monte Vista Wealth Management, INC.
Beacon Financial Group
Monte Vista Wealth Management INC.
Monte Vista Wealth Management INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations39 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.