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Rory Laczkowski
26 Years of Experience
San Francisco, CA
1 DisclosureBroker
Rory Laczkowski is a registered investment advisor at Charles Schwab & CO., INC., based in San Francisco, CA, with 26 years of industry experience. Rory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
106 West Portal Ave, San Francisco, CA, 94127-1306
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
August 2002 - Present · 24 yrs 2 mos
Charles Schwab & CO., INC.Broker
May 2000 - Present · 26 yrs 5 mos
State Registrations15 states
AZCAGAINMAMTNJNMNVNYOHORTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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