Jens Halle
Jens Halle is a registered investment advisor at Charles Schwab & CO., INC., based in Redmond, WA, with 22 years of industry experience. Jens 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
8862 161st Ave NE, Suite 106, Redmond, WA, 98052-7553
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
August 2008Other Business Activities
Jens co-owns multiple rental properties in Washington, California, and Germany, with his wife primarily managing the properties. He is also a member of the East King County Estate Planning Council.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Atlas Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.