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Omelio Saavedra
12 Years of Experience
Millburn, NJ
1 DisclosureBroker
Omelio Saavedra is a registered investment advisor at Charles Schwab & CO., INC., based in Millburn, NJ, with 12 years of industry experience. Omelio 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
350 Millburn Ave, Millburn, NJ, 07041-1358
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2017Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
May 2022 - Present · 4 yrs
Charles Schwab & CO., INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
TD Ameritrade, INC.
February 2022 - October 2022 · 8 mos
TD Ameritrade Investment Management, LLC
February 2022 - September 2023 · 1 yr 7 mos
TD Ameritrade, INC.Broker
February 2022 - December 2023 · 1 yr 10 mos
TD Ameritrade, INC.
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
August 2017 - February 2018 · 6 mos
Scottrade, INC.Broker
April 2017 - February 2018 · 10 mos
Four Points Capital Partners LLCBroker
November 2014 - March 2017 · 2 yrs 4 mos
E.J. Sterling, LLCBroker
April 2014 - August 2014 · 4 mos
John Thomas FinancialBroker
July 2010 - May 2012 · 1 yr 10 mos
State Registrations8 states
CTFLILNCNJNYPATX
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.