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Divya Krishnan

13 Years of Experience
Austin, TX
Broker

Divya Krishnan is a registered investment advisor at Charles Schwab & CO., INC., based in Austin, TX, with 13 years of industry experience. Divya 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
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11800 Schwab Way, Austin, TX, 78758

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Divya is a teaching assistant for a negotiations class at The Wharton School every summer, dedicating a few hours per week outside of market hours. She has been doing this for the past 4 years.

Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2024 - Present · 2 yrs 3 mos
Charles Schwab & CO., INC.
September 2021 - Present · 4 yrs 10 mos
Charles Schwab & CO., INC.Broker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Charles Schwab Investment Management, INC
September 2021 - April 2024 · 2 yrs 7 mos
Motif Capital Management, INC.
October 2017 - June 2020 · 2 yrs 8 mos
MotifBroker
April 2016 - June 2020 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
August 2009 - July 2014 · 4 yrs 11 mos
State Registrations2 states
CTNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Divya Krishnan - Financial Advisor | TrueAdvisor