Stacie Giddings
Stacie Giddings is a registered investment advisor at Charles Schwab & CO., INC., based in Corte Madera, CA, with 17 years of industry experience. Stacie 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
Corte Madera, CA
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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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Guardian Wealth Advisors, LLC
Perigon Wealth Management, LLC
Pershing Advisor Solutions LLCBroker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
New England Capital
Redhawk Wealth Advisors, INC.
Trademark Financial Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Karstens Investment Counsel, INC.
Mccarthy Group Advisors, L.L.C.
State Registrations4 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.