Cara Brasor is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Indianapolis, IN, with 19 years of industry experience. Cara 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
8332 Woodfield Crossing Blvd, Indianapolis, IN, 46240
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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 Activities
Cara is a manager of Brasor Investments, LLC, which owns a rental property listed on Airbnb. She spends minimal time on bookkeeping and scheduling for this non-investment related activity, which began in March 2015.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Valeo Financial Advisors, LLC
Northern Lights Distributors, LLCBroker
Foreside Fund Services, LLCBroker
Iva Funds Distributors, LLCBroker
Foreside Distribution Services, L.P.Broker
Asb Securities, LLCBroker
State Registrations1 state
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