Talmage Demeester
Talmage Demeester is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 11 years of industry experience. Talmage 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
8040 South 48th Street, Phoenix, AZ, 85044
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 ActivitiesSells Insurance
Talmage works as a financial professional for Cornerstone Financial Advisors, LLC and Cornerstone Advisory Group, dedicating full-time hours to these roles. He also sells fixed insurance products, including life, health, disability, and long-term care, spending minimal time on this activity, and is a partner in DeMeester Family Partnership, spending minimal time reviewing financial statements.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Gds Wealth Management
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Vanguard Marketing CorporationBroker
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.