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Heath Strasser

Charles Schwab & CO., INC.
17 Years of Experience
Sunnyvale, CA
1 DisclosureBroker
View SEC Summary
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Heath Strasser is a registered investment advisor at Charles Schwab & CO., INC., based in Sunnyvale, CA, with 17 years of industry experience. Heath 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.

Charles Schwab & CO., INC.
Compensation
Fixed/Hourly
Firm Size
8343 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 ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$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
—
View Full SEC Brochure

Location

438 East El Camino Real, Sunnyvale, CA, 94087-1938

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History

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
January 2011
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
September 2026 - Present · 1 mo
Charles Schwab & CO., INC.
September 2026 - Present · 1 mo
Previous Registrations
Strategic Advisers LLC
March 2025 - May 2025 · 2 mos
Fidelity Personal and Workplace Advisors
August 2020 - March 2025 · 4 yrs 7 mos
Fidelity Brokerage Services LLCBroker
August 2020 - May 2025 · 4 yrs 9 mos
Advisors Asset Management, INC.Broker
April 2018 - August 2019 · 1 yr 4 mos
Advisors Asset Management, INC.
April 2018 - August 2019 · 1 yr 4 mos
American Funds Distributors, INC.
August 2014 - October 2017 · 3 yrs 2 mos
American Funds Distributors, INC.Broker
April 2010 - October 2017 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2008 - March 2010 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2008 - March 2010 · 1 yr 9 mos
Edward JonesBroker
July 2006 - June 2008 · 1 yr 11 mos
State Registrations1 state
CA
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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