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Schwab Private Client


Welcome to Schwab Private Client™, the proactive approach to wealth management you deserve.

At its core 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.

Minimums and fees:

  • The investment minimum is $500,000.
  • The annual fee starts at 0.90% for equities and 0.70% for fixed income.

To discuss Schwab Private Client and your advice needs, call us at 866-645-4124.

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.*
*See below for important information regarding the Satisfaction Guarantee.

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 Portfolio Consultant 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 Portfolio Consultant swiftly handles all of your service needs.
Graphic showing the relationship of you to your financial consultant and portfolio consultant team

Graphic showing the relationship of you to your financial consultant and portfolio consultant team

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.

More than a diversified portfolio. A remarkably sophisticated one.

At the core of your wealth management strategy is your portfolio. Using our modern approach to portfolio construction, your team will help you choose an asset allocation with the optimal blend of growth and income, depending on your risk tolerance, financial goals, and circumstances.

Total Return Moderate Strategy infographic with text description below

Total Return Moderate Strategy With Taxable Bonds

For those who primarily want a combination of growth and income.
  • 13%US Large Stocks
  • 8%US Small Stocks
  • 3%US Listed REITs
  • 9%Int'l Large Stocks
  • 5%Int'l Small Stocks
  • 5%Int'l Emg Mkt Stocks
  • 2%Int'l Listed REITs
  • 2%US Inter. Treasuries
  • 7%US Inv Grade Corp
  • 5%US Gov-Related
  • 11%US Securitized
  • 1%US TIPS
  • 10%US High-Yield Corp
  • 5%Int'l Dev Ctry Bonds
  • 5%Int'l Emg Mkt Bonds
  • 1%Agriculture
  • 1%Gold/Precious Metals
  • 1%Industrial Metals
  • 1%Energy
  • 5%Cash Investments
Income Moderate Strategy infographic with text description below

Income Moderate Strategy With Taxable Bonds

For those who primarily want current income.
  • 24%US Large Stocks
  • 1%US Small Stocks
  • 3%US Listed REITs
  • 15%Int'l Large Stocks
  • 2%Int'l Small Stocks
  • 2%US Inter. Treasuries
  • 1%US Inv Grade Corp
  • 10%US Gov-Related
  • 1%US Securitized
  • 9%US TIPS
  • 10%Int'l Dev Ctry Bonds
  • 7%Int'l Emg Mkt Bonds
  • 5%Agriculture
  • 5%Gold/Precious Metals
  • 5%Cash Investments

Learn how we’re rethinking asset allocation. Watch now

Not one-size-fits-all. Tailored for your personal situation.

Unlike many rigid or narrowly focused managed solutions, Schwab Private Client is designed to consider every aspect of your overall financial picture. Your team will recommend a tailored portfolio aligned with your goals.

You'll have total access—and the final say. After weighing your team's recommendations and rationale, you'll make all final investing decisions. And you'll receive in-depth reports and scheduled communications on an ongoing basis to help you stay on track.

Questions? We're ready to help.

Learn more about our modern approach to wealth management.     

Contact us today to discuss how Schwab Private Client can be tailored to your unique situation.

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Thank you for your interest in Portfolio Management Services.

You can expect a response by email or phone within approximately 48 hours. If you’d like to speak with a Schwab investment professional immediately, please call us at 866-232-9890. We appreciate the opportunity to work with you to meet your goals.

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