Giselle Colavita
Giselle Colavita is a registered investment advisor at Charles Schwab & CO., INC., based in Bethesda, MD, with 24 years of industry experience. Giselle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
7401 Wisconsin Ave, Suite 100, Bethesda, MD, 20814-3400
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
Giselle is an Education Board member at Connelly School of the Holy Child since 2021. She supports the Head of School and assists in matters affecting the school, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
H&r Block Financial Advisors, INC.Broker
Dmg Securities, INC.Broker
State Registrations26 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.
Exams
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