Ogert Kraja is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 15 years of industry experience. Ogert 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
3000 Schwab Way, Westlake, TX, 76262
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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
Ogert is a co-owner of Illyrian Importers, LLC, importing wines from Eastern Europe, and spends about 10-20% of his time on operations and marketing. He is also a co-owner of Alleita Benelux, LLC, a real estate company, and spends about 10-20% of his time providing financing and purchasing undeveloped land.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
Farmers Financial Solutions, LLCBroker
Capital Institutional Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
TD Ameritrade, INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
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.