Mark Dickens is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Austin, TX, with 9 years of industry experience. Mark 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
11800 Schwab Way, Austin, TX, 78758
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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
Mark is a 25% owner of Blackbird Agency LLC, a real estate rental property holding company, since April 2022. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Swbc Investment Advisory Services LLC
State Registrations53 states
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