Grow and preserve your wealth with a dedicated team
Get dedicated financial advice with a personal relationship with Schwab Private Client™.
- Work one-on-one with an experienced Schwab Financial Consultant.
- Receive specific U.S. investment recommendations.
- Collaborate regularly by phone.
- Have full access to Schwab services, and the final say on your investments.
Get a collaborative relationship supported with Schwab expertise.
Work with an expanded team that stays focused on your financial goals and how to best achieve them. Your team includes:
- Your Financial Consultant who manages your overall relationship with us.
- Your Private Client Advisor who provides specific U.S. investment recommendations.
- Schwab specialists who can consult with you on areas such as fixed income and options trading.
Ongoing wealth management tailored to you.
Your goals are personal and ongoing, and so is our advice. Your team creates a customized financial plan, then monitors and adjusts it as your needs—and market conditions—evolve.
Stay on track and in control.
Stay informed and always in control with periodic portfolio reviews, and a robust annual consultation.
We're here for you.
Reach out to your Financial Consultant anytime you want for updates on U.S. markets, your financial progress and more.
If for any reason you're not happy with Schwab Private Client, we'll refund your eligible program fee from the previous quarter and work with you to make things right.*
Know more and keep more.
Enhanced quarterly reporting
Get consolidated quarterly portfolio reports in addition to a monthly gain/loss statement.
Receive unlimited equity trades across all enrolled accounts at no additional cost. Also, fixed income markups and broker-assisted trades are waived.
Schwab Private Client is available to clients who have a minimum of US$500,000 to invest at initial enrollment. The annual asset-based fee starts at 0.8%, and decreases at higher asset levels.
Start investing in the U.S. today.
Have more questions? We're here to help.
Send applications, deposits, and other materials to:
Charles Schwab & Co., Inc.
Attn: International Operations
1945 Northwestern Drive
El Paso, TX 79912-1108, USA