Jason Cargill is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 21 years of industry experience. Jason 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
3000 Schwab Way, Westlake, TX, 76262
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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
Jason is registered as a non-public arbitrator since 2021. If selected, he would sit on a panel and hear cases, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
Ameritrade, INC.Broker
Nylife Securities INC.Broker
Fidelity Brokerage Services LLCBroker
AmeritradeBroker
State Registrations1 state
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.