Chad Agnew is a registered investment advisor at Charles Schwab & CO., INC., based in Schaumburg, IL, with 25 years of industry experience. Chad 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
1160 N Plaza Drive, Schaumburg, IL, 60173
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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
Chad works as an umpire for youth and high school baseball games in the Chicagoland area since 2018. This takes a few hours per week of Chad's time, primarily in the evenings and on weekends.
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.
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
Goldman, Sachs & CO.Broker
Deutsche Investment Management Americas INC.
Dws Investments Distributors, INCBroker
State Registrations39 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.