Rosalinda Tran
Rosalinda Tran is a registered investment advisor at Charles Schwab & CO., INC., based in San Mateo, CA, with 13 years of industry experience. Rosalinda 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
1300 South El Camino Real, Suite 110, San Mateo, CA, 94402-2964
Get directionsHistory
Regulatory History (1)
Criminal
January 2014Other Business Activities
Rosalinda is a board member of The Women's Building, a non-profit charitable organization, since 2025. She dedicates about 10-20% of her time to adding her unique voice to the organization's vision.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations8 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.