Jonathan Rogers is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 20 years of industry experience. Jonathan 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
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.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Previous Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
1st Global Capital CORP.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
1st Discount Brokerage, INC.Broker
National Planning CorporationBroker
State Registrations53 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.