Charles Kallgren
Charles Kallgren is a registered investment advisor at Charles Schwab & CO., INC., based in Walnut Creek, CA, with 27 years of industry experience. Charles 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
1231 S. California Blvd., Walnut Creek, CA, 94596-5122
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2001Customer Dispute
October 2000Other Business Activities
Charles is a director of Five Bridges Foundation, a nonprofit charitable organization, since 1997, dedicating about 10-20% of his time. He is also the president of the same organization since 1996, spending about a quarter of his time on administrative oversight and guidance.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations20 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.