Tiaudra Shaw is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Atlanta, GA, with 25 years of industry experience. Tiaudra 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
Atlanta, GA
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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
Tiaudra is the Chapter President for Jack and Jill of America, Inc- Greater Metropolitan Atlanta Chapter, a nonprofit charitable organization. She spends about 10-20% of her time managing contracts, acting as an authorized signer on the bank account, and conducting monthly member meetings.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley Dw INC.Broker
Raymond James & Associates, INC.Broker
State Registrations1 state
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