Schwab Wealth Advisory™
Wealth management focused on you. Get the peace of mind that comes from the committed attention of experienced professionals who know your specific needs.
Contact us to discuss your wealth management needs.
You've worked hard to build your wealth. Now it's time to make it work for you. Schwab Wealth Advisory delivers exceptional client service and advice to help you achieve your most important financial goals. Once enrolled, you receive:
- A personalized approach to wealth management that starts with your goals and includes key aspects of your financial life.
- A wealth management strategy with advice and investment guidance that adapts to life changes.
- A dedicated advisor backed by an experienced team.
- Specific U.S. investment recommendations tailored to your portfolio.
A personalized approach to wealth management.
We believe that wealth management should be designed to reflect your unique needs and goals. Your Wealth Advisor will work with you to understand your situation and build a comprehensive U.S. investment portfolio that aligns with your objectives today, tomorrow, and into the future.
Common questions
The annual fee for Schwab Wealth Advisory starts at 0.80% of assets and decreases at higher asset levels (see chart). Enrollment minimum is US$500,000. Fees for your enrolled account are based on daily asset levels and are applied at the end of each quarter. No withdrawal fees apply.
| Fee Schedule | |
| First US$1 million | 0.80% |
| Next US$1 million (more than US$1M up to US$2M) | 0.75% |
| Next US$3 million (more than US$2M up to US$5M) | 0.70% |
| Next US$5 million (more than US$5M up to US$10M) | 0.50% |
| Next US$15M (more than US$10M up to US$25M) | 0.30% |
| Assets more than US$25M | 0.30% (or less, as negotiated) |
At Schwab's discretion, discounts may apply depending on assets and/or other factors. Please refer to Schwab Wealth Advisory Disclosure Brochure for additional details.
Your Financial Consultant coordinates your entire relationship with Schwab and can help connect you with specialists and service support. Your Wealth Advisor is your primary contact for inquiries related to your Schwab Wealth Advisory wealth management strategy and portfolio management.
Log into your account and navigate to the Accounts tab, then select History and Statements to access your Statements and Reports.
In addition to the Schwab Wealth Advisory investing solution, Schwab offers Managed Account Select® and Schwab Advisor Network™ services for investors looking for specific financial advice and support. Learn more about the investment advice solutions available to you.