Schwab Advisor Network®
Discover a comprehensive approach to help manage your wealth.
Connect with us to discuss your wealth management needs.
Financial expertise across a broad range of specialties
- All referred advisors are prescreened on criteria such as investment management experience, amount of assets managed, and professional education.
- Advisors can provide expert guidance in investment management, financial planning, insurance, tax strategies, and estate planning, depending on your specialized needs.
- With an average of 12 years of experience, many of these independent advisors hold a professional designation such as CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, or Certified Public Accountant.
A referral as unique as your goals
- Schwab will talk with you about your needs and preferences before making a referral.
- Schwab will also help identify advisors who have the specialized expertise, investment management philosophy, and personal rapport that are right for you.
Comprehensive, personalized management
- Your advisor can manage some or all of your investments.
- Your advisor develops, implements, and handles day-to-day management of a customized plan that includes your total financial landscape, not just your investments.
- Your advisor can work with other professionals, such as your lawyer or accountant, to help coordinate your overall financial situation, or they may have in-house expertise to address your tax and estate needs.
Fees and minimums
Schwab Advisor Network is available to clients with a minimum initial investment of US$500,000. There are no referral costs and asset-based fees1 vary by advisor.
Common questions
The Schwab Advisor Network is a managed investing solution for clients with complex financial situations who want to find a prescreened, independent, fee-based investment advisor to proactively manage some or all of their portfolios.
The Schwab Advisor Network is available for eligible clients who have investable assets of US$500,000 or more. Fees and pricing are always transparent and depend on the services provided.
Charles Schwab does not charge for referrals within the Schwab Advisor Network. All advisors receive an asset-based fee for their service with fees varying by each advisor and services performed.
Please see the Schwab Advisor Network disclosure brochure for more information on fees and other important considerations.
As an enrolled member of the Schwab Advisor Network, you will have access to:
- Prescreened advisors chosen for experience, professional education (CFA, CPA-PFS, etc.), regulatory license, and business relationships with Schwab.
- Specialized expertise in areas like comprehensive wealth management, investment management, financial planning, insurance, tax strategy, income protection, and estate planning (services vary by advisor).
- Comprehensive financial guidance tailored to your financial needs.
- Discretionary day-to-day portfolio management.
In addition to the Schwab Advisor Network, Schwab offers Managed Account Select® and Schwab Wealth Advisory™ investing solutions for investors looking for specific financial advice and support. Learn more about the investment advice solutions available to you.