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Schwab Wealth Advisory

Wealth management focused on you.

You've worked hard to build your wealth. Now it's time to make it work for you. Schwab Wealth Advisory™ delivers exceptional client service and advice to help you achieve your most important financial goals. Once enrolled, you receive:

  • A personalized approach to wealth management that starts with your goals and includes key aspects of your financial life.
  • A wealth management strategy with advice and investment guidance that adapts to life changes.
  • A dedicated advisor backed by an experienced team.

A personalized approach to wealth management.

We believe that wealth management should be designed to reflect your unique needs and goals. Your Wealth Advisor will work with you to understand your situation and build a comprehensive wealth strategy that aligns with your objectives today, tomorrow, and into the future.

Explore the benefits of our personalized approach >

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A comprehensive wealth management strategy for your changing life.

From investment and retirement planning to tax information and education and family support, we help you to create a wealth management strategy that fits your short-term needs and long-term goals.1

Learn how our wealth strategy supports your entire financial life >

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An experienced team at your service.

Our priority is to understand and support your entire financial life. Led by your Wealth Advisor, you'll work alongside a dedicated team of professionals with a wide range of expertise to help you make informed decisions about your wealth.

Discover how your team supports your goals >

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Value you can expect from Schwab.

For more than 40 years, Schwab has been there for investors through good times and bad. Our client-first approach means that whatever comes your way today, we will always be invested in your tomorrow.

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    Satisfaction Guarantee

    If for any reason you are not completely satisfied, we'll refund your fees or commissions and work with you to make things right. View details.

  • Pricing icon

    Pricing

    The annual fee for Schwab Wealth Advisory starts at 0.80% of assets, and the fee rate decreases at higher asset levels (see chart). Enrollment minimum is $1 million.

  • Security icon

    Security Guarantee

    Schwab will cover losses in any of your Schwab accounts due to unauthorized activity. View details.

  • Ready to start a conversation?

    Talk to a Financial Consultant to find out if Schwab Wealth Advisory is right for you.

    or call 866-645-4124

  • Already working with a Schwab Financial Consultant?

    Talk to your Financial Consultant to learn more about Schwab Wealth Advisory.

Common questions

The annual fee for Schwab Wealth Advisory starts at 0.80% of assets and decreases at higher asset levels (see chart). Enrollment minimum is $1 million. Fees for your enrolled account are based on daily asset levels and are applied at the end of each quarter.2 There are no withdrawal fees.

Billable Assets Fee Schedule
First $1 million  0.80%
Next $1 million (more than $1M up to $2M) 0.75%
Next $3 million (more than $2M up to $5M) 0.70%
Assets over $5 million  0.30%

Schwab Wealth Advisory has more than 600 team members with dedicated wealth experience, and 95% of our Wealth Advisors hold a professional designation in their area of expertise (as of September 2021). Once enrolled, you will receive regulatory documents that detail your advisor's background and associated professional designations and certifications.

How much do you need to save for retirement, and are you on track to meet your goals? And now that you’ve built your savings, how can you make smart decisions to preserve and grow those assets? Whatever your financial question, your Schwab Wealth Advisory team has you covered. They’re available when you need them to discuss key aspects of your financial life.

Your Financial Consultant coordinates your entire relationship with Schwab and can help connect you with specialists and service support. Your Wealth Advisor is your primary contact for inquiries related to your Schwab Wealth Advisory wealth management strategy and portfolio management.

Your Wealth Advisor doesn't provide specific tax advice. However, they can work with you to target tax-smart investment and planning strategies.1

After logging in to Schwab.com, go to the Accounts tab, then to History and Statements, and finally to Statements and Reports.

Questions? We're ready to help.