Jammy Straub
Jammy Straub is a registered investment advisor at Charles Schwab & CO., INC., based in Indianapolis, IN, with 13 years of industry experience. Jammy 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
8332 Woodfield Crossing Blvd, Indianapolis, IN, 46240-2482
Get directionsHistory
Regulatory History (1)
Financial
November 2016Other Business Activities
Jammy is self-employed as an artist, writer, and creator of sculptural objects and multimedia projects since 2021. This activity, which is not investment-related, takes about 10-20% of Jammy's time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations19 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.