Brett Mcavoy is a registered investment advisor at Charles Schwab & CO., INC., based in East Mesa, AZ, with 22 years of industry experience. Brett 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
3204 N Recker Road, Suite 103, East Mesa, AZ, 85215
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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Grant Williams L.P.Broker
Steadfast Capital Markets Group, LLCBroker
Curian Capital, LLC
Curian Clearing, LLCBroker
Jackson National Life Distributors LLCBroker
Transamerica Capital, INC.Broker
Planco Financial Services, INC.Broker
Essex National Securities, INC.Broker
Planco Financial Services, INC.Broker
Ing Funds Distributor, INC.Broker
Transamerica Capital, INC.Broker
State Registrations45 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.