Kirsten Bray is a registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 11 years of industry experience. Kirsten 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
4750 E Francisco, Phoenix, AZ, 85044
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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
Kirsten is a member of JVWP LLC, which owns an investment property. She spends minimal time managing the property and handling related correspondence.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
First Citizens Investor Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations31 states
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