Krystal Nguyen is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Dallas, TX, with 18 years of industry experience. Krystal 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
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
5100 Belt Line Rd., Suite 852, Dallas, TX, 75254
Get directionsHistory
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.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Bbva Compass Investment Solutions, INCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations13 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.
Exams
More Advisors
- Timothy Mcdonald, CFPCharles Schwab & CO., INC.
- Ashley Holliday, CFPCharles Schwab & CO., INC.
- Robert Russell, CFPCharles Schwab & CO., INC.
- Christopher HathawayCharles Schwab & CO., INC.
- Brian RogersCharles Schwab & CO., INC.
- Shawn Montague, CFPCharles Schwab & CO., INC.