Stacey Cicotello is a registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 18 years of industry experience. Stacey 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
Phoenix, AZ
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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
Stacey owns rental property in Denver, CO, and plans to rent it out after relocating to Phoenix, AZ. This activity takes about a quarter of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Scottrade Investment Management
Scottrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Fsc Securities CorporationBroker
Charles Schwab & CO., INC.Broker
State Registrations3 states
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