Low-cost investing, no matter how you invest.

For 50 years, our mission has been to drive down costs for investors while delivering exceptional service and value. Let us show you how we can help.

Montrice Robinson: At Schwab Wealth Advisory, we help clients answer the important questions.

Richard Velazquez: Am I truly in a position to be able to retire?

Jeffrey Minor: Will I outlive my money?

Susan Poss: What is going to be my legacy?

Imtiyaz Nathoo: How can I effectively transfer assets to my children?

Richard: Do I need a trust and estate plan?

Montrice: Can I sell my business?

Regina Tsai: Am I doing the right thing?

Dean Belknap: What now? What next?

Susan Poss: This is why we're here.

Susan Poss: Schwab Wealth Advisory is our premier wealth management experience.

Richard Velazquez: I think what's so unique about Schwab Wealth Advisory is that we truly are there to partner with our clients. They can be as involved as they want, but at the same time, we're here to do the heavy lifting.

Ryan Ledbetter: I have the unique privilege to impact lives.

Montrice Robinson: We take a client first approach. We pay attention to the details. We think about their objectives. We think about their goals.

Jacqueline Chapelle: Understanding what their preferences and values are helps govern the type of advice that we give.

Richard Velazquez: And then once we've been able to identify and prioritize that, then we can really get to work.

Ryan Ledbetter: It's not just me as an advisor. I have a whole team of experts.

Dean Belknap: We have individuals experienced in options, in annuities, family planning, banking, credit lending,

Imtiyaz Nathoo: Retirement planning, estate planning, tax planning.

Jacqueline Chapelle: Having the team of experts at your disposal adds a peace of mind and confidence that you are in the best situation possible.

Imtiyaz Nathoo: We're going to be there every step of the way.

Ryan Ledbetter: To look out for blind spots and to step in whenever you need us.

Regina Tsai: Schwab Wealth Advisory, it's professional wealth management. On your terms,

Richard Velazquez: on your terms,

Dean Belknap: your terms

Jacqueline Chapelle: on your terms.

Charles Schwab Wealth Advisory (logo)

To find out if Schwab Wealth Advisory is right for you, talk to one of our Financial Consultants.

Disclosures: Schwab Wealth Advisory™ ("SWA") is a non-discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.

Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.

Financial Planning consultations are conducted by employees of Schwab Wealth Advisory, Inc. ("SWAI") or Charles Schwab & Co., Inc. ("Schwab") depending on the complexity of your financial situation. SWAI and Schwab are Registered Investment Advisers and wholly owned subsidiaries of the Charles Schwab Corporation.

Certain services may be provided by affiliated professionals and third-party firms. Schwab Wealth Advisory does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Asset allocation and diversification strategies do not ensure a profit and do not protect against losses in declining markets.

© Charles Schwab & Co., Inc., Member SIPC. All rights reserved.
(0124-3SXJ)
Video Transcript

Professional wealth management on your terms

Montrice Robinson: At Schwab Wealth Advisory, we help clients answer the important questions.

Richard Velazquez: Am I truly in a position to be able to retire?

Jeffrey Minor: Will I outlive my money?

Susan Poss: What is going to be my legacy?

Imtiyaz Nathoo: How can I effectively transfer assets to my children?

Richard: Do I need a trust and estate plan?

Montrice: Can I sell my business?

Regina Tsai: Am I doing the right thing?

Dean Belknap: What now? What next?

Susan Poss: This is why we're here.

Susan Poss: Schwab Wealth Advisory is our premier wealth management experience.

Richard Velazquez: I think what's so unique about Schwab Wealth Advisory is that we truly are there to partner with our clients. They can be as involved as they want, but at the same time, we're here to do the heavy lifting.

Ryan Ledbetter: I have the unique privilege to impact lives.

Montrice Robinson: We take a client first approach. We pay attention to the details. We think about their objectives. We think about their goals.

Jacqueline Chapelle: Understanding what their preferences and values are helps govern the type of advice that we give.

Richard Velazquez: And then once we've been able to identify and prioritize that, then we can really get to work.

Ryan Ledbetter: It's not just me as an advisor. I have a whole team of experts.

Dean Belknap: We have individuals experienced in options, in annuities, family planning, banking, credit lending,

Imtiyaz Nathoo: Retirement planning, estate planning, tax planning.

Jacqueline Chapelle: Having the team of experts at your disposal adds a peace of mind and confidence that you are in the best situation possible.

Imtiyaz Nathoo: We're going to be there every step of the way.

Ryan Ledbetter: To look out for blind spots and to step in whenever you need us.

Regina Tsai: Schwab Wealth Advisory, it's professional wealth management. On your terms,

Richard Velazquez: on your terms,

Dean Belknap: your terms

Jacqueline Chapelle: on your terms.

Charles Schwab Wealth Advisory (logo)

To find out if Schwab Wealth Advisory is right for you, talk to one of our Financial Consultants.

Disclosures: Schwab Wealth Advisory™ ("SWA") is a non-discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.

Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.

Financial Planning consultations are conducted by employees of Schwab Wealth Advisory, Inc. ("SWAI") or Charles Schwab & Co., Inc. ("Schwab") depending on the complexity of your financial situation. SWAI and Schwab are Registered Investment Advisers and wholly owned subsidiaries of the Charles Schwab Corporation.

Certain services may be provided by affiliated professionals and third-party firms. Schwab Wealth Advisory does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Asset allocation and diversification strategies do not ensure a profit and do not protect against losses in declining markets.

© Charles Schwab & Co., Inc., Member SIPC. All rights reserved.
(0124-3SXJ)

Full-service wealth management at a low cost with Schwab Wealth Advisory™.

  • Annual fees start at 0.80% for a $500,000 minimum.
  • Fees are lower with higher asset levels.
  • You get a personalized approach from a dedicated advisor.
Learn more about Schwab Wealth Advisory

Schwab also offers a third-party network of local advisors across the U.S. Learn more about the Schwab Advisor Network®.

Low-fee managed solutions to meet specific goals.

We also offer professionally managed portfolios that seek specific investment goals like steady income, diversification, or personalized indexing. A Schwab investment professional can work with you to recommend the right portfolios for your needs. Learn more about wealth and investment management solutions.

Compare our different solutions.

Wealth Management Solutions table. Column headers with buttons are sortable.
Strategy Account Minimum Fee Range
Schwab Wealth Advisory™ Full-service wealth management $500,000 0.30% to 0.80% (or less as negotiated)
ThomasPartners® Strategies Income through stock dividends $100,000 0.40% to 0.90%
Wasmer Schroeder™ Strategies Steady income and portfolio diversification $250,000 0.15% to 0.55%
Schwab Managed Portfolios™ Broadly diversified $25,000 0.20% to 0.90%
Windhaven® Strategies Global diversification $100,000 0.70% to 0.95%
Schwab Personalized Indexing® Automatic tax-loss harvesting $100,000 0.35% to 0.40%
Managed Account Select Wide range of strategies Depends on strategy Depends on strategy

Fee ranges dependent on strategy and amount invested.

Automated investing, with no commissions or access fees.

Ways to do it yourself, with no commissions or access fees.

Common questions

Fill out the form below and a Schwab advisor will reach out to start the conversation.

Charles Schwab offers full-service wealth management with reduced investment fees. We also offer low-fee options to do it yourself, such as automated investing or ETF options.

Not sure what’s right for you?

Start a conversation with a Schwab investment professional.

Call

800-435-4000

Chat

Professional answers 24/7

Visit

Find a branch near you
Call today Live chat Come visit : opens in a new window