TrueAdvisor
TrueAdvisor
LD
LD

Lola Danza

Charles Schwab & CO., INC.
10 Years of Experience
Vero Beach, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Lola Danza is a registered investment advisor at Charles Schwab & CO., INC., based in Vero Beach, FL, with 10 years of industry experience. Lola 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.

Charles Schwab & CO., INC.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3485 Ocean Drive, Vero Beach, FL, 32963-1667

Get directions

History

Regulatory History (1)
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
July 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Charles Schwab & CO., INC.
July 2025 - Present · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - June 2025 · 3 mos
Fidelity Personal and Workplace Advisors
April 2023 - March 2025 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
February 2023 - June 2025 · 2 yrs 4 mos
Charles Schwab & CO., INC.
May 2019 - November 2022 · 3 yrs 6 mos
Charles Schwab & CO., INC.Broker
March 2019 - November 2022 · 3 yrs 8 mos
TD Ameritrade, INC.
April 2017 - February 2019 · 1 yr 10 mos
TD Ameritrade Investment Management, LLC
March 2017 - February 2019 · 1 yr 11 mos
TD Ameritrade, INC.Broker
March 2017 - February 2019 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - February 2017 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - February 2017 · 5 mos
Allied Millennial Partners, LLCBroker
January 2016 - July 2016 · 6 mos
State Registrations10 states
CAFLGAMANCNHNYOHPATX
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.
More Advisors
More financial advisors in Vero Beach, FL →All financial advisors in Florida →