Izella Anderson is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 20 years of industry experience. Izella 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
Izella serves on the advisory board of Booker T Washington High School, the Vickery Meadow District TIF Board, The Dallas Summit as assistant to the Treasurer, and the Jonsson School Council. These activities take minimal time and are not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
J.p.morgan Securities INC.
J.P. Morgan Securities INC.Broker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Southwest Securities, INC.Broker
Banc of America Securities LLCBroker
Jackson Securities LLCBroker
State Registrations27 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.