John Scollo
John Scollo is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Vancouver, WA, with 24 years of industry experience. John 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
171 Grant Street, Vancouver, WA, 98660
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2009Other Business Activities
John owns mineral rights in Colorado and is a passive lessor through Great Western Petroleum, LLC, since 2013. This not investment related and takes about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Facet Wealth, INC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Sicor Securities INCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Planco Financial Services, LLCBroker
Jackson National Life Distributors LLCBroker
Janus Distributors LLCBroker
A I M Distributors, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
CUNA Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gsg Securities, INC.Broker
State Registrations17 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.