Jack Wood is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Charlottesville, VA, with 23 years of industry experience. Jack 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
220 TwentyNinth Place Ct, Charlottesville, VA, 22901
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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
Jack is a board member of The Miller School of Albemarle, a private school. He dedicates about 10-20% of his time to this role.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Foreside Fund Services, LLCBroker
Foreside Fund Services, LLCBroker
Bluerock Capital Markets LLCBroker
Carey Financial, LLCBroker
Afa Financial Group, LLCBroker
Direct Capital Securities, INC.Broker
Direct Capital Securities, INC.Broker
Nnn Capital CORP.Broker
Cole Capital CorporationBroker
Nnn Capital CORP.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
National Planning CorporationBroker
Jackson National Life Distributors, INC.Broker
Equitable Distributors, INC.Broker
Signator Investors, INC.Broker
State Registrations35 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.