Portfolio Management Fees

What are the costs?	What you pay with Schwab
Annual Portfolio Management Fees If you choose to have your portfolio of investments professionally managed or to obtain advice for a fee, there may be additional periodic costs. Usually based on a percentage of your assets, the costs can vary depending on the level of assets held in your portfolio and the level of service you receive. Keep in mind that you may also be paying investment costs specific to the underlying assets in your portfolio, such as ETF or trade commissions.	Focused investment strategies from an asset management firm Tiered, asset-based fee with no trading or transaction costs for Managed Account Select^® Dedicated financial advice⁷ Starts at 0.80% for Schwab Wealth Advisory^™8 Connect with an independent advisor through Schwab** Fees and pricing depend on the services provided for Schwab Advisor Network^®9 Learn more about Schwab advice solutions.

What are the costs?

What you pay with Schwab

Annual Portfolio Management Fees

If you choose to have your portfolio of investments professionally managed or to obtain advice for a fee, there may be additional periodic costs. Usually based on a percentage of your assets, the costs can vary depending on the level of assets held in your portfolio and the level of service you receive.

Keep in mind that you may also be paying investment costs specific to the underlying assets in your portfolio, such as ETF or trade commissions.

Focused investment strategies** from an asset management firm
Tiered, asset-based fee with no trading or transaction costs for Managed Account Select^®

Dedicated financial advice⁷
Starts at 0.80% for Schwab Wealth Advisory^™8

Connect with an independent advisor through Schwab
Fees and pricing depend on the services provided for Schwab Advisor Network^®9

Learn more about Schwab advice solutions.