Min Deng
Min Deng is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in San Ramon, CA, with 19 years of industry experience. Min 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
3150 Crow Canyon Road, San Ramon, CA, 94583-1332
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2017Other Business Activities
Min's husband is forming a retail partnership, Lueur Du Feu, and applying for an Offsale Beer and Wine Retail license. Min's home address will be used as the partnership address, and she is required to complete a finger scan as the spouse of the partner, with joint assets invested in the business, taking about 10-20% of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations17 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.