Aaron Lee Phelps

Schwab Wealth Advisory, INC.

25 Years of Experience

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Firm Information

Schwab Wealth Advisory, INC.

Compensation

N/A

Number of Advisors

1230 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:$500K

SWAI does not enter into agreements directly with clients and does not receive direct compensation from them or negotiate fees with them. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts equal to: (1) the costs and expenses incurred by SWAI in connection with the SWA Program; plus (2) an additional amount of 10% of those costs and expenses.

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

1991 Summit Park Drive, Orlando, FL, 32810

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Regulatory History (2)

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