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Two businesswomen are sitting at a table reviewing a document

Schwab Private Client

Welcome to Schwab Private ClientTM, the proactive 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, monitors, 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 877-546-0369.

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 manages your overall relationship with Schwab.
  • Your Private Client Advisor provides ongoing advice and is your conduit to specialists who can weigh in as needed in areas like fixed income, options, and estate planning.
  • Your Associate Private Client Advisor swiftly handles all of your service needs.
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More than investments. It's ongoing wealth management.

You receive ongoing advice from a team that considers the particulars of your situation, including retirement income planning, estate planning, and insurance. And your team proactively monitors your portfolio, suggesting adjustments as your needs—and market conditions—evolve.

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Make solid investment decisions by reviewing important details.

Minimums and fees

  • Schwab Private Client
  • Minimums
  • Schwab Private Client

    The investment minimum is $500,000.
  • 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 Private Client, we'll refund your program fee from the previous quarter and work with you to make things right.*

 

*Go to schwab.com/satisfaction to learn what's included and how it works.

Accolade

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Schwab ranked #1 in Advisory Services in Kiplinger's 2019 Best Online Brokers review.

Questions? We're ready to help.