Krystalynn Schlegel
Krystalynn Schlegel is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Novato, CA, with 19 years of industry experience. Krystalynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more. Their firm serves 14,890 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valmark Advisers offers investment management through several programs, including Valmark ACCESS and ACCESS Direct.
Valmark ACCESS:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts less than $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $50,000 is generally required.
ACCESS Direct:
- This program provides access to third-party managers, fee-based annuities, and fee-based variable life insurance contracts. Fees vary depending on the specific solution chosen.
- American Funds F-2 Direct Program: Fees are 1% of the account value annually.
- Fee-Based Variable Annuity Program: Fees will not exceed 1.5% of the contract's cash value annually.
- Fee-Based Variable Life Insurance Fees: Fees will not exceed 1.5% of the contract's cash value annually.
Select Manager Programs:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts between $50,000 and $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $100,000 is generally required.
Location
7595 Redwood Blvd. Suite 220, Novato, CA, 94945
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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 ActivitiesSells Insurance
Krystalynn is a board member of The Frederick Gunn School, a group leader for ProVisors, and a broker placing insurance policies through Yetworth BGA. She receives commissions from insurance policies sold through Yetworth BGA.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
The Leaders Group, INC.Broker
P.J. Robb Variable CorporationBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations5 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.