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.
An experienced team at your service.
Our priority is to understand and support your entire financial life. You'll work alongside a dedicated team of professionals with a wide range of expertise to help you make informed decisions about your U.S. investments. Your team includes:
Your Financial Consultant
Works closely with your advisor and manages your overall relationship with Schwab.
Your Wealth Advisor
Provides strategy and planning guidance and specific U.S. investment recommendations.
Value you can expect from Schwab.
For over 50 years, Schwab has supported investors through market ups and downs. Our client-first approach means that whatever comes your way today, we will always be invested in your tomorrow.
Satisfaction Guarantee
If for any reason you are not completely satisfied, we'll refund your eligible fees or commissions and work with you to make things right.* View details.
Pricing
The annual fee for Schwab Wealth Advisory starts at 0.80% of assets, and the fee rate decreases at higher asset levels. Enrollment minimum is US$500,000.
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.
Talk to our team to find out if Schwab Wealth Advisory is right for you.
Have more questions? We're here to help.
Call
Outside the U.S.
+1-415-667-7870
International toll-free numbers
In the U.S.
1-877-853-1802
24x5 Customer Service
1:00 a.m. Monday to 1:00 a.m. Saturday (U.S. EST)
Mailing address
Send applications, deposits, and other materials to:
Charles Schwab & Co., Inc.
Attn: International Operations
1945 Northwestern Drive
El Paso, TX 79912-1108, USA