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Credentials
CFP®, Series 66
Experience Industry experience
20 years
Location
Del Rio, TN
Charles Schwab
Institution
Rebecca Peterson Male is a CFP® with 20 years of industry experience, currently with Charles Schwab where she has worked since 2020. Prior to Schwab, she held roles at USAA Investment Management Company and USAA Financial Advisors, Inc., serving clients for a decade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized 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.
Del Rio, TN
Del Rio TN
Advisors at this office
1
Tennessee · Texas
20 years of industry experience
Charles Schwab Bank, SSB
2020 - Present • 6 years
San Antonio, TX
Charles Schwab
2020 - Present • 6 years
San Antonio, TX
Usaa Investment Management Company
2018 - 2020 • 2 years
San Antonio, TX
USAA financial planning services
2010 - 2020 • 10 years
San Antonio, TX
USAA Financial Advisors, Inc.
2010 - 2020 • 10 years
San Antonio, TX
OneAmerica Securities, Inc.
2009 - 2010 • 1 year
TX
UBS Financial Services
2005 - 2009 • 4 years
Austin, TX
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Bank
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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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