Elvis Zuniga
Elvis Zuniga is a registered investment advisor at Charles Schwab Investment Management, INC, based in Westlake, TX, with 9 years of industry experience. Elvis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 843,555 clients with $1400B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSIM manages investment portfolios for individual clients through various programs. Fees for these programs are determined by the program sponsors, not CSIM directly. Clients in these programs typically pay a single fee that covers investment advice, brokerage, and custodial services. The specific fees vary depending on the program and the assets managed.
Location
3000 Schwab Way, Westlake, TX, 76262
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Regulatory History (1)
Criminal
March 2013Employment History
Current Registrations
Charles Schwab Investment Management, INC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
Fidelity Brokerage Services LLCBroker
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.