Erick Ibarra
Erick Ibarra is a registered investment advisor at Charles Schwab & CO., INC., based in Lake Oswego, OR, with 26 years of industry experience. Erick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
4055 Mercantile Dr, Suite 175, Lake Oswego, OR, 97035
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.
Exams
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