Andrea Benningfield
Andrea Benningfield is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 6 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
9800 Schwab Way, Lone Tree, CO, 80124
Get directionsHistory
Regulatory History (4)
Financial
August 2025Financial
July 2025Financial
March 2025Financial
January 2025Other Business Activities
Andrea works as a grocery delivery driver for Shipt and owns a rental property listed on AirBNB. Both activities are not investment-related and take minimal time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
State Registrations2 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.
Exams
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