Two businesswomen are sitting at a table reviewing a document
Two businesswomen are sitting at a table reviewing a document

Schwab Private Client

Welcome to Schwab Private ClientTM, the comprehensive approach to wealth management you deserve.

Schwab Private Client is a dedicated team that collaborates with you to help you achieve your financial goals—now and as they evolve in the future. To help meet your unique wealth management needs, your team creates and adjusts a sophisticated strategy that's tailored for you. You stay informed, and you always stay in control.

Ready to take the next step? Contact us today to discuss all your advice needs. Call 866-645-4124.

More than a single advisor. An entire team.

Your dedicated team stays focused on your financial goals and how best to attain them.

  • Your Financial Consultant works closely with your advisor and manages your overall relationship with Schwab.
  • Your Private Client Advisor helps develop your financial plan and wealth strategy, provides periodic recommendations, and leverages wealth specialists in areas such as tax planning, trusts, and estate planning based on your needs.
  • Your Senior Associate Private Client Advisor helps execute your strategy and supports your portfolio management needs.
  • Your Schwab Private Client Service Team supports your service requests and account maintenance needs.

More than investments. It's comprehensive wealth management.

You receive periodic advice from a team that considers the particulars of your situation, including retirement income planning, estate planning, and insurance. And your team meets with you and adjusts your portfolio as needed.

A cycle of Analysis, Planning, Construction, and Ongoing Advice A cycle of Analysis, Planning, Construction, and Ongoing Advice A cycle of Analysis, Planning, Construction, and Ongoing Advice

Make solid investment decisions by reviewing important details.

Minimums and fees

  • Schwab Private Client
  • Minimums
  • Schwab Private Client
    The investment minimum is $1 million.
  • Fees
  • Schwab Private Client
    The annual fee starts at 0.80%, and the fee rate decreases at higher asset levels.

Satisfaction Guarantee

At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment to your satisfaction is backed by a guarantee. If for any reason you're not happy with Schwab Managed Portfolios, we'll refund your program fee from the previous quarter and work with you to make things right.*
 

*Refund requests must be received within 90 days of the date the fee was charged. Go to schwab.com/satisfaction to learn what's included and how it works.

Questions? We're ready to help.