Experience a personal and collaborative financial relationship

Work with a team of investment professionals that will help you construct and manage a tailored portfolio while you still make all the final decisions.

An ongoing, comprehensive investment advice relationship with a Schwab Financial Consultant— working with a team of investment professionals on your behalf— to create and implement a customized investment plan. As a member of Schwab Private Client™, you will:

Work one-on-one with an experienced Schwab Financial Consultant backed by a team of investment professionals.
Receive customized guidance that reflects your unique situation and goals.
Gain fact-based recommendations from your consultant.
Retain the freedom to make your own investment decisions.

An experienced and committed Financial Consultant with a team of dedicated investment professionals will listen, offer advice designed for you, and help you decide what steps to take, while you retain control over your final investment decisions. Learn more about the process.

The benefits of this advice service begin with a personal, collaborative relationship and customized, disciplined advice. Learn more about the benefits to you.

Schwab Private Client is available to clients who have at least $500,000 to invest at initial enrollment.
Schwab Private Client is available for an annual asset-based fee starting at 0.75% for equities and 0.50% for fixed income investments. The fee includes all equity trade commissions in your enrolled accounts.
Discounts apply for specific asset levels.
Fees are calculated based on eligible assets in enrolled accounts (excluding cash) and are billed quarterly with a minimum quarterly fee of $1,000.

A Schwab Financial Consultant can help you assess whether Schwab Private Client is right for you. Call us today at 866-645-4124.

PLEASE READ THE IMPORTANT DISCLOSURE BELOW

Please ask to see the Schwab Private Client disclosure brochure for important information and disclosures about this service.

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Talk to us about Schwab advice

Call 866-645-4124.
Send an email.
Find a Schwab branch.
Open an account.

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