Get specialized guidance from a prescreened local advisor
Consider Schwab Advisor Network® if you have a complex financial situation with specialized planning needs and you want a local investment advisor to take over the day-to-day management of your investments.
What it is
A customized, diversified portfolio solution offering specialized planning and full-time management by an Independent Investment Advisor carefully selected by Schwab.
How it works
Your Schwab Financial Consultant can refer a local advisor to manage a portion or all of your investments. Prescreened by Schwab, participating advisors can offer comprehensive wealth management services, including investment management, estate and tax planning, and more.1Learn more about the process.
The Schwab advantage
The benefits of this advice solution begin with a customized investment advisor referral for specialized planning expertise. Learn more about the benefits to you.
Minimums and fees
Schwab Advisor Network provides you with investment advisor referrals at no cost to you.
Advisor services are available for an asset-based fee that varies by advisor.
Schwab Advisor Network referrals are made to clients with investment assets of $500,000 or more.
How to get started
A Schwab Financial Consultant can help you assess whether Schwab Advisor Network is right for you. Call us today at 877-656-8749.
PLEASE READ THE IMPORTANT DISCLOSURES BELOW
Advisors are independent and are not employees or agents of Charles Schwab & Co., Inc. ("Schwab"). Schwab selects advisors and checks their experience and credentials against criteria Schwab sets, such as years of experience managing investments, amount of assets managed, professional education, regulatory licensing, and business relationship as a client of Schwab. Advisors pay fees to Schwab in connection with referrals. Schwab does not supervise advisors and does not prepare, verify or endorse information distributed by advisors. Investors must decide whether to hire an advisor and what authority to give him/her. Investors, not Schwab, are responsible for monitoring and evaluating an advisor’s service, performance and account transactions.
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