Elesparantae Powe
Elesparantae Powe is a registered investment advisor at Charles Schwab & CO., INC., based in Mt. Pleasant, SC, with 14 years of industry experience. Elesparantae 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
962 Houston Northcutt Blvd, Suite 100, Mt. Pleasant, SC, 29464
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
Elesparantae is a member/owner of Atlantic Pearle LLC, a rental property consisting of vacant land, since 2008. Elesparantae spends minimal time on this activity as there are no required duties.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Altrius Capital Management, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Edward Jones
Edward JonesBroker
State Registrations40 states
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