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What you get with Schwab Intelligent Advisory:

Interactive, online planning

Plan for retirement, college and more. Then connect to your financial accounts (401(k)s, 529s, IRAs, mortgage, etc.), and find out if you're on track to meet your goals. Complete the online planning tool to create a picture of your financial future. Work at your own pace, on your own terms.

1:1 live advice and portfolio recommendations

Next, meet virtually with a Planning Consultant who is a Certified Financial Planner™ professional. In this no-commitment appointment, you'll fine-tune your plan, get recommendations for a diversified portfolio, and come away with an Action Plan to get you on track toward your goals.

Intelligent tech and ongoing advice

Ongoing, our advanced technology will monitor your portfolio daily, automatically rebalancing it as needed, to help keep you diversified and on track. You can revisit your plan anytime, and will have access to a Planning Consultant or 24/7 support when you need it.

All for one of the lowest advisory fees around. And pay no commissions.

Advisory fees can range from 1%-2% of your assets. But with Schwab Intelligent Advisory, you’ll pay just 0.28% of the assets in your account, excluding cash. Get started with as little as $25,000.

Larger portfolios benefit from our fee cap – that means a typical investor who grows his/her assets beyond about $1.4M won't pay more than $900 per quarter.

"Highest in Investor Satisfaction with Full Service Brokerage Firms, Two Years in a Row".

You could save over $2,950 a year in fees.
SCHWAB INTELLIGENT ADVISORY TRADITIONAL
Advisory Fees $700.28% Annually $2501% Annually
Commissions & Account Service Fees $0 $1,150
Annual Cost $70 $1400
Start with HighestValue
$250,000

Hypothetical portfolio value. For illustrative purposes only.

Your satisfaction is guaranteed

We believe every investor deserves to work with a firm they can count on. At Schwab, our commitment to you is backed by a Satisfaction Guarantee. If for any reason you're not completely satisfied, we'll refund your fee and work with you to make things right. You won't find that kind of promise everywhere. But you will find it here.

What to expect

Set your goals and build
your plan

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Make an appointment
 

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Collaborate with a
Planning Consultant

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Activate your plan
 

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Stay connected and on track
 

Get started today

It’s time to create your plan and get on track toward reaching your goals.

Create Your Plan Now

Have questions? Call us at 888-284-8723.

Top questions from investors

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