Sebastian Araguas
Advisor at Charles Schwab
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.
Advisor at Charles Schwab
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.
Location
Beaverton, OR 97005
Credentials
Series 66
Industry experience
4 years
Sebastian Araguas is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wells Fargo Advisors, Morgan Stanley, and Apple, Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management using multi-asset model portfolios and a centralized operational structure.
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.
2855 Sw Cedar Hills Blvd., Suite 120
Beaverton, OR 97005
Oregon
Charles Schwab
2024 - Present (2 years)
Charles Schwab Bank
2024 - Present (2 years)
JPMorgan Chase Bank, N.A.
2023 - 2024 (1 year)
J.P. Morgan Securities
2023 - 2024 (1 year)
Wells Fargo Advisors
2023 - 2023 (1 year)
Williamette Cascade Wealth Management
2023 - 2023 (1 year)
Morgan Stanley
2021 - 2023 (2 years)
Morgan Stanley Private Bank, N.A
2021 - 2023 (2 years)
Apple, Inc
2019 - 2021 (2 years)
ALSET Automotive
2019 - 2019 (1 year)
Tullius Partners
2019 - 2021 (2 years)
Paulson Investment Company
2018 - 2019 (1 year)
Portland State University
2017 - 2021 (4 years)
Findlay Chrysler Jeep Dodge Ram/Chrysler Wilsonville
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Pacific Northwest Petroleum Inc
2017 - 2017 (1 year)
Wilsonville 76
2017 - 2017 (1 year)
Unemployed
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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