Choose the style of investment advice that best fits you and your goals.
Everyone's financial needs are unique. Whether you're looking for focused investment strategies or a more collaborative and customized approach to wealth management, Schwab has you covered.
Managed Account Select®
Focused investment strategies from an asset management firm
Choose from a wide range of investment strategies* for a separately managed account designed to achieve different types of goals, including:
- Balanced, large-cap value
- International growth
- Fixed income
Most strategies require a minimum investment starting at US$100,000. There is a tiered, asset-based fee with no trading or transaction fees.
Schwab Wealth Advisory™
A personalized approach to wealth management
Collaborate with a dedicated team to create and adjust a sophisticated strategy tailored to your goals. You always stay informed and in control.
The minimum investment is US$500,000 with an annual fee that starts at 0.80% of assets. There are no trading or transaction fees, plus it's backed by Schwab's Satisfaction Guarantee.**
Schwab Advisor Network®
Connect with an independent advisor through Schwab
Partner with a prescreened independent advisor for personalized financial guidance covering your investments, financial planning, and long-term wealth goals. Your independent advisor can help provide:
- Comprehensive wealth management
- Personalized financial planning
- Fee-based, fiduciary advice
Minimum investment requirements vary by advisor but typically start at US$500,000. Fees and pricing are always transparent and depend on the services provided.
Compare our advice solutions at a glance.
Compare our advice solutions at a glance.
| Managed Account Select® | Schwab Wealth Advisory™ | Schwab Advisor Network® | |
|---|---|---|---|
| Offering | Focused investment strategies from an asset management firm | A personalized approach to wealth management | Connect with an independent advisor through Schwab |
| Minimum investment | Starts at US$100,000 | US$500,000 | Typically starts at US$500,000 |
| Fees | Tiered, asset-based fee; no trading or transaction fees. | Annual fee that starts at 0.80% of assets; no trading or transaction fees. | No referral fee. Additional fees and pricing are transparent and depend on services. |