Lisanne Beard is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 15 years of industry experience. Lisanne 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
Get directionsHistory
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
Lisanne owns a rental property in Dillon, Colorado, since 2021. A management company handles the rental operations, and the time commitment varies.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Facet Wealth, INC,
Charles Schwab & CO., INC.Broker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
National Planning CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
G. W. & Wade Asset Management Company, INC.Broker
State Registrations2 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.