Jason Dittfurth is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 24 years of industry experience. Jason 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
3000 Schwab Way, Westlake, TX, 76262
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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
Jason owns Aggressive Threads, a clothing/textile manufacturing business, since 2008. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Raymond James Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations48 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.