Dennis Oparaugo is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Bowie, MD, with 27 years of industry experience. Dennis 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
6103 Highbridge Road, Bowie, MD, 20720-5216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dennis is a landlord for a real estate property since 2000, responsible for tenant selection, lease negotiation, and mortgage payments. He is also a co-founder of Roundcomb, Inc, focusing on planning and administration; both activities take about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Linsco/private Ledger CORP.Broker
Riggs Securities INC.Broker
Allfirst Brokerage CorporationBroker
State Registrations46 states
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