HI
CFP
HI
CFP
Henry Ilyasov
21 Years of Experience
Orlando, FL
1 DisclosureBroker
Henry Ilyasov is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 21 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
70 S. Keller Road, Orlando, FL, 32810
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2022 - Present · 4 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
February 2020 - September 2023 · 3 yrs 7 mos
TD Ameritrade, INC.
February 2020 - October 2022 · 2 yrs 8 mos
TD Ameritrade, INC.Broker
February 2020 - May 2024 · 4 yrs 3 mos
Investment Link, LLC
June 2018 - December 2019 · 1 yr 6 mos
Ameriprise Financial Services, INC.
August 2010 - March 2018 · 7 yrs 7 mos
Ameriprise Financial Services, INC.Broker
November 2004 - March 2018 · 13 yrs 4 mos
Ids Life Insurance CompanyBroker
November 2004 - July 2006 · 1 yr 8 mos
State Registrations26 states
ALAZCACOCTFLGAILINLAMAMDMIMSNCNJNYOKPASCSDTNTXVAVirgin IslandsWA
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.
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