HA
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Hayden Ayers

3 Years of Experience
Southern Pines, NC
Broker

Hayden Ayers is a registered investment advisor at Charles Schwab & CO., INC., based in Southern Pines, NC, with 3 years of industry experience. Hayden 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
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
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%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10840 US 15-501 Hwy., Unit D, Southern Pines, NC, 28387

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hayden is the assistant treasurer for the Southern Pines Rotary Club, a community service/volunteer role, since 2022. He assists with recording transactions in their ledger software, dedicating minimal time to this activity.

Employment History
Current Registrations
Charles Schwab & CO., INC.
June 2022 - Present · 3 yrs 11 mos
Charles Schwab & CO., INC.Broker
April 2022 - Present · 4 yrs 1 mo
State Registrations42 states
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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.