Carlton Stokes is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 4 years of industry experience. Carlton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
1991 Summit Park Drive, Orlando, FL, 32810
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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.
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Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
State Registrations53 states
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