Tamara Blue
Tamara Blue is a registered investment advisor at Charles Schwab & CO., INC., based in Los Gatos, CA, with 27 years of industry experience. Tamara 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
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 Registrations23 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.