Tamara Blue
Tamara Blue is a registered investment advisor at Charles Schwab & CO., INC., based in Los Gatos, CA, with 28 years of industry experience. Tamara 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
275 Los Gatos-Saratoga Rd., Los Gatos, CA, 95030
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
June 2007Other Business Activities
Tamara is a co-owner of rental property in Oakland, CA, since 2019, inherited by her husband and placed in their joint trust. She is not involved in the management of the property and spends minimal time on it.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Prudential Securities IncorporatedBroker
State Registrations24 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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