Rajesh Singh is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 22 years of industry experience. Rajesh 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
9800 Schwab Way, Lone Tree, CO, 80124
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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
Rajesh works as a driver for Amazon Flex and Uber Eats, delivering packages and food, respectively. These activities are not investment-related and take about a quarter of his time for Amazon Flex and about 10-20% of his time for Uber Eats.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
AXA Distributors, LLCBroker
Eagle Strategies LLC
Nylife Distributors LLCBroker
New York Life Investment Management LLC
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
Lazard Freres & CO. LLCBroker
Alliance Fund Distributors, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations53 states
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