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Credentials
Series 66
Experience Industry experience
13 years
Location
Pisgah, IA
Charles Schwab
Institution
Andrew Richter is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. Prior to joining Schwab in 2021, he worked at TD Ameritrade from 2013 to 2021. Outside of his advisory role, he owns Richter Rustic Revival, a business that produces and sells wood products. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, combining strategic asset allocation with access to alternative investments and integrated custody and brokerage services.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
Pisgah, IA
Pisgah IA
Advisors at this office
1
Iowa · Nebraska
13 years of industry experience
Charles Schwab
2021 - Present • 5 years
Pisgah, IA
TD ameritrade
2013 - 2021 • 8 years
Omaha, NE
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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