CR
CFP
CR
CFP
Charles Reyes
8 Years of Experience
Jersey City, NJ
1 DisclosureBroker
Charles Reyes is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Jersey City, NJ, with 8 years of industry experience. Charles 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
30 Hudson Street, Floor 23, Jersey City, NJ, 07302
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2022Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2026 - Present · 4 mos
Schwab Wealth Advisory, INC.
December 2020 - Present · 5 yrs 5 mos
Charles Schwab & CO., INC.
November 2020 - Present · 5 yrs 6 mos
Charles Schwab & CO., INC.Broker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Morgan Stanley
March 2018 - October 2020 · 2 yrs 7 mos
Morgan StanleyBroker
March 2018 - October 2020 · 2 yrs 7 mos
Bankers Life Securities, INC.Broker
July 2017 - March 2018 · 8 mos
State Registrations26 states
AZCACOCTDEFLGAIAILMAMDNCNHNJNMNVNYOHPARISCTNTXVAWAWI
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.