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Schwab Private Client


Do you need more customized advice or additional help with your financial situation? A personalized investment plan that’s created and implemented for you by a team of professionals could be the answer.

With Schwab Private Client™, you get an ongoing investment advice relationship and periodic check-ins, along with specific investment recommendations. And you always maintain final control over all investment decisions.

The Schwab Accountability Guarantee™
At Schwab, we believe every investor deserves accountability. If for any reason you’re not happy with Schwab Private Client™, the Schwab Accountability Guarantee means we’ll refund your program fee from the previous quarter and work with you to make things right.*
*See below for important information regarding The Schwab Accountability Guarantee.

What do I get?

A dedicated team of specialists.

  • Work with an expanded team from Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. that includes a Financial Consultant, Portfolio Consultant, and Associate Portfolio Consultants.
  • Your Financial Consultant manages your overall relationship with Schwab.
  • Your Portfolio Consultant considers your goals, your current investments, and the complexity of your financial situation.

Ongoing, comprehensive investment advice.

  • Get specific buy and sell recommendations on stocks, bonds, mutual funds, managed accounts, and ETFs from your Portfolio Consultant—all tailored to your specific situation.
  • You always maintain control.
  • Get access to a range of specialists as needed, such as fixed income and options specialists.

A consistent, fact-based approach.

  • The guidance you receive is based in part on our asset allocation guidelines, Schwab Equity Ratings®, and the Mutual Fund OneSource Select List®.

What are the minimums and fees?

  • Investment minimum: $500,000
  • Annual fee: starts at 0.90% (equities) and 0.70% (fixed income)
  • Subject to minimum quarterly fee of $1,000

Ready to get started?

Contact us to discuss Schwab Private Client and your advice needs.


Questions? We're ready to help.

Learn more about our modern approach to wealth management.     

Contact us today to discuss how Schwab Private Client can be tailored to your unique situation.

Talk to us: phone# VAR

Visit your local Schwab branch to speak with a Financial Consultant.


Investors should carefully consider information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.