BA
BA
Blanca Alvarado
9 Years of Experience
Glen Allen, VA
3 DisclosuresBroker
Blanca Alvarado is a registered investment advisor at Charles Schwab & CO., INC., based in Glen Allen, VA, with 9 years of industry experience. Blanca 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
—
Loading...
Location
11108 West Broad Street, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2024Pending
Financial
October 2024Pending
Financial
August 2024Final
Employment History
Current Registrations
Charles Schwab & CO., INC.
November 2022 - Present · 3 yrs 6 mos
Charles Schwab & CO., INC.Broker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Bb&t Securities, LLCBroker
August 2018 - January 2020 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
January 2016 - January 2017 · 1 yr
Waddell & Reed
October 2015 - December 2015 · 2 mos
Waddell & ReedBroker
July 2015 - December 2015 · 5 mos
First Investors CorporationBroker
May 2015 - July 2015 · 2 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAIDLAMAMDMIMONCNJNYOHORPASCTNTXUTVAWIWV
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.