Michael Boggio is a registered investment advisor at Charles Schwab & CO., INC., based in Bethesda, MD, with 19 years of industry experience. Michael 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
7401 Wisconsin Ave, Suite 100, Bethesda, MD, 20814-3400
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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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
P.J. Robb Variable, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Capital Investment Advisory Services, LLC
Irongate Investment Management, LLC
Capital Investment Group, INC.Broker
Irongate Partners, INC.
Old North State Wealth Management, LLC
Comprehensive Asset Management and Servicing, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Southeast Investments N.a., INC.Broker
State Registrations20 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.