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A seasoned and trusted team by your side.

With Schwab Wealth Advisory™, get the peace of mind that comes from the committed attention of experienced professionals.

A team dedicated to your needs.

Your Wealth Advisor and Financial Consultant are by your side to help you make informed decisions about your wealth. Your experienced team draws on Schwab's deep investment management and planning resources, giving you confidence as you pursue your most important financial objectives.

Your Wealth Advisor

Your experienced, credentialed Wealth Advisor gets to know you and your family’s financial needs, with services including:

  • Evaluating your portfolio and providing investment recommendations.
  • Identifying and responding to your broader wealth management needs.
  • Periodically reviewing your progress and adjusting your strategy to changes in your circumstances per your directions.
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Your Financial Consultant

As a complement to your Wealth Advisor, your Financial Consultant coordinates your entire relationship with Schwab, including:

  • Serving as your guide at Schwab to help get you on track to meet your goals.
  • Staying connected with your Wealth Advisor as you make informed decisions about your wealth.
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Expertise for your planning needs.

Your Wealth Advisor can also work with specialists to help manage even the most sophisticated and complex financial situations.* They provide general guidance on topics including:

  • Risk management
  • Asset protection and hedging strategies
  • Executive compensation
  • Business succession
  • Charitable giving
  • Fixed income
  • Liquidity needs
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  • Ready to start a conversation?

    Talk to a Financial Consultant to find out if Schwab Wealth Advisory is right for you.

    Schedule an Appointment

    or call 866-645-4124

  • Already working with a Schwab Financial Consultant?

    Talk to your Financial Consultant to learn more about Schwab Wealth Advisory.

Common questions

No, you have access to both. Your Financial Consultant matches you with your Wealth Advisor and coordinates your entire relationship at Schwab, assisting you with big-picture needs and helping make sure you get the best of what Schwab has to offer.

Your Wealth Advisor is your contact for all Schwab Wealth Advisory-specific matters and will help manage your portfolio and wealth management needs.

The annual fee for Schwab Wealth Advisory starts at 0.80% of assets and decreases at higher asset levels (see chart). Enrollment minimum is $1 million. Fees are applied quarterly, and there are no withdrawal fees.

Billable Assets Fee Schedule
First $1 million 0.80%
Next $1 million (more than $1M up to $2M) 0.75%
Next $3 million (more than $2M up to $5M) 0.70%
Assets over $5 million 0.30%

 

Your Wealth Advisor is available as needed. Your advisor can work with you to determine a schedule for meetings or check-ins that suit your portfolio needs and your lifestyle. 

Only clients enrolled in Schwab Wealth Advisory are matched with a dedicated advisor.

Schwab Wealth Advisory has more than 600 team members with dedicated wealth experience, and 95% of our Wealth Advisors hold a professional designation in their area of expertise (as of September 2021). Once enrolled, you will receive regulatory documents that detail your advisor’s background and associated professional designations and certifications.

Your Wealth Advisor helps determine the particular wealth expertise you may need and collaborates with you and other wealth specialists on an as-needed basis to address your planning objectives.

No. Each investment purchase or sale will be approved by you prior to trade execution. You control each investment decision in your Schwab Wealth Advisory portfolio.

Questions? We're ready to help.