Kaija Bruveris
Kaija Bruveris is a registered investment advisor at Schwab Wealth Advisory, INC., based in Richfield, OH, with 17 years of industry experience. Kaija 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, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
4150 Kinross Lakes Pkwy, Richfield, OH, 44286
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Regulatory History (1)
Financial
July 2019Other Business Activities
Kaija owns Nourishing Energy LLC, an agriculture/forestry/fishing business focused on growing flowers and making crafts. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Summit Wealth Management LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.