Charlie O'shel is a registered investment advisor at Charles Schwab & CO., INC., based in Southlake, TX, with 17 years of industry experience. Charlie 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
1524 E. Southlake Blvd, Southlake, TX, 76092-6421
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 →Other Business Activities
Charlie is a table co-lead for Financial Peace University, answering basic financial questions, and spends minimal time on this. Charlie also owns two rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Chase Investment Services CORP.Broker
State Registrations26 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.