Grant Styers
Grant Styers is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 9 years of industry experience. Grant 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
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% |
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
Location
3000 Schwab Way, Westlake, TX, 76262
Get directionsHistory
Regulatory History (3)
Financial
November 2017Financial
December 2016Financial
September 2016Other Business Activities
Grant works as a dog walker for Rover and helps with basic needs at Girling Community Care, dedicating minimal time to each. Grant also rents out a second home, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations50 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.