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Schwab Private Client

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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.

Call
866-645-4124.

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.


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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.