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One-on-One Guidance

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Personal guidance is available to all Schwab clients, at no additional cost. Get the one-on-one help you need to make smart decisions with your money.

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Personal Portfolio Review

As a Schwab client, you can schedule your Personal Portfolio Review to:

  • Discuss your goals, both short-term and long-term.
  • Evaluate your current investments relative to your goals.
  • Get specific recommendations and next steps.

Call 866-849-5799 to schedule your consultation. There is no cost to you, and no obligation to follow any of the investment recommendations.

In order that we may provide a detailed set of portfolio recommendations, Personal Portfolio Review is available to clients with $25,000 or more in assets at Schwab.

For assets under $25,000, we offer All-in-One Portfolio Solutions and 24/7 Help with your investments.


How we help you

Fresh Perspective

We’ll review and discuss your financial situation and help you set goals.

Portfolio Review

Offer our thoughts on your portfolio’s allocation and the right investment mix for you.

Specific Recommendations

Suggest specific next steps, discuss potential solutions, and provide ways to help you stay on track.

The Personal Portfolio Review is complimentary, though the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Additional guidance when you need it

Get a sound point of view about what may be right for your unique situation.

Available to you at no cost:

  • Access to teams specializing in fixed income, global investing, active trading, and more
  • 24/7 phone access to Schwab investment professionals to help you with your day-to-day needs

Ongoing guidance

Work with professional money managers to handle some or all of your investments for you.

Available at a competitive price:

  • Managed mutual fund or ETF portfolios from Schwab
  • Specialized strategies managed by money managers in areas such as fixed income and international investing
  • Customized portfolios tailored to your goals
  • Referrals to local, pre-screened independent advisors

Find out if one of these Portfolio Management Services is right for you.

Take the next step.

Open an Account or call 866-849-5799.


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