IL
IL
Ilian Li
19 Years of Experience
Bethesda, MD
1 DisclosureBroker
Ilian Li is a registered investment advisor at Charles Schwab & CO., INC., based in Bethesda, MD, with 19 years of industry experience. Ilian 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
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7401 Wisconsin Ave, Suite 100, Bethesda, MD, 20814-3400
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2004Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
May 2024 - Present · 2 yrs 2 mos
Charles Schwab & CO., INC.Broker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
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September 2023 - May 2024 · 8 mos
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August 2020 - August 2023 · 3 yrs
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October 2010 - June 2016 · 5 yrs 8 mos
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Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2010 · 1 yr
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Banc of America Investment Services, INC.
March 2008 - October 2009 · 1 yr 7 mos
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March 2008 - October 2009 · 1 yr 7 mos
Navy Federal Asset Management, LLC
November 2007 - February 2008 · 3 mos
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Wachovia Securities, LLC
November 2004 - May 2006 · 1 yr 6 mos
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March 2004 - May 2004 · 2 mos
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October 2002 - August 2003 · 10 mos
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State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.