DR
DR
Deo Rampersaud
2 Years of Experience
Orlando, FL
10 DisclosuresBroker
Deo Rampersaud is a registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 2 years of industry experience. Deo 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
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1958/1950/1991/2001 Summit Park Dr., Orlando Campus, Orlando, FL, 32810
Get directionsHistory
Regulatory History (10)
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Financial
April 2026Pending
Financial
March 2026Pending
Financial
January 2026Pending
Financial
September 2025Pending
Financial
March 2025Final
Financial
May 2024Final
Financial
February 2024Final
Financial
January 2024Final
Financial
January 2024Final
Financial
September 2023Pending
Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2026 - Present · 6 mos
Charles Schwab & CO., INC.Broker
February 2024 - Present · 2 yrs 8 mos
State Registrations36 states
AKARAZCACOCTDCDEFLGAIAIDKSLAMAMEMIMNMSNCNENHNVOHPARISCSDTNTXUTVAVTWAWIWV
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.
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