Erick Ibarra
Erick Ibarra is a registered investment advisor at Charles Schwab & CO., INC., based in Portland, OR, with 26 years of industry experience. Erick 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
820 SW Morrison, Portland, OR, 97205
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Erick is a volunteer board member of the Oregon Radio Planned Giving Advisory Council since 2022. He dedicates about 10-20% of his time to advance the organization's mission and visibility by planning educational seminars and attending planning meetings.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.Broker
Painewebber IncorporatedBroker
State Registrations42 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.