Sang Du is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Tysons Corner, VA, with 9 years of industry experience. Sang 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
1650 Tysons Blvd, Tysons Corner, VA, 22102
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sang co-owns two rental properties with family members, one since January 2023 and the other since May 2024. He spends minimal time on these activities.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Edward JonesBroker
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
State Registrations15 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
More Advisors
- Bryan Medina, CFPCharles Schwab & CO., INC.
- Christopher Buckley, CFPCharles Schwab & CO., INC.
- Daniel Nampha, CFPCharles Schwab & CO., INC.
- Brett CarterCharles Schwab & CO., INC.
- Sean Shaughnessy, CFPCharles Schwab & CO., INC.
- Nicholas Gardner, CFPCharles Schwab & CO., INC.