Chad William Agnew
Advisor at Charles Schwab — Schaumburg, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
25 years
Location
Schaumburg, IL 60173
Charles Schwab
Institution
Chad Agnew is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2018, following previous roles at TD Ameritrade and Scottrade. Outside of his advisory role, he is licensed to umpire youth, little league, and high school baseball games. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a combination of wrap fee advisory programs, brokerage, custody, and cash-sweep services. The firm’s investment approach includes multi-asset model portfolios with both non-discretionary and discretionary management options, supported by research from the Schwab Center for Financial Research and a formal process for alternative investments.
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.
Schaumburg, IL
1160 N Plaza Drive
Schaumburg IL 60173
Advisors at this office
14
Illinois · Texas
25 years of industry experience
Charles Schwab Bank
2018 - Present • 8 years
Oak Brook, IL
Charles Schwab & Co., Inc
2018 - Present • 8 years
Oak Brook, IL
TD Ameritrade, Inc.
2017 - 2018 • 1 year
Oak Brook, IL
Scottrade, inc.
2016 - 2017 • 1 year
Schaumburg, IL
Unemployed
2016 - 2016 • 1 year
Oak Park, IL
DWS Investment Management Americas, Inc.
2003 - 2009 • 6 years
Chicago, IL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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