HO
HO
Heather O'leary
21 Years of Experience
Boston, MA
1 DisclosureBroker
Heather O'leary is a registered investment advisor at Charles Schwab & CO., INC., based in Boston, MA, with 21 years of industry experience. Heather 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
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
One International Place, Boston, MA, 02110-2600
Get directionsHistory
Regulatory History (1)
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Criminal
January 2019Final Disposition
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2017 - Present · 9 yrs 4 mos
Charles Schwab & CO., INC.
March 2006 - Present · 20 yrs 2 mos
Charles Schwab & CO., INC.Broker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2008 - December 2016 · 8 yrs 4 mos
Janus Distributors LLCBroker
October 2004 - February 2006 · 1 yr 4 mos
State Registrations3 states
CAMANH
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.