The peace of mind that comes from a personalized plan.
Schwab Wealth Advisory™ can help you meet your needs today, tomorrow, and in the years to come.
Planning focused on you.
Schwab Wealth Advisory™ offers professional wealth management on your terms. You'll be involved in every step of the planning process, no matter where your financial journey takes you. Your life is unique. Your financial plan should be tailored to match it.
Conversation
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Conversation
By asking questions and listening attentively, your dedicated team can help you focus on what really matters when it comes to building and managing your wealth.
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Collaboration
You have the ability to choose how much we're involved. Whether it's building your investment portfolio, creating your retirement plan, or helping you build long-term wealth, we'll work with you to help keep you moving forward.
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Execution
We're here to help you put your plan into motion and navigate a broad range of wealth management topics.
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Evaluation
As your needs change and evolve, we'll review your financial situation and help you make adjustments to keep you on track.
A plan that adapts to your changing needs.
Your wealth deserves more than a one-size-fits-all planning approach. Enjoy the comfort and confidence of working with a Wealth Advisor who deeply understands you and your financial situation, and has experience guiding clients through their own unique financial journeys and life stages.
- Starting out
- Building your career
- Raising a family
- Planning for retirement
- Retirement
- Defining your legacy
Looking for help? Let's start a conversation.
Tell us about yourself so we can help connect you to the support you need. Just answer a few questions and we'll reach out by email or phone.
Common questions
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Yes. You and your dedicated team will engage in discovery conversations related to your specific financial situation. Your portfolio is tailored to your needs and goals and may include tax planning and investment planning.1
1. 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. -
The annual fee for Schwab Wealth Advisory starts at 0.80% of assets and decreases at higher asset levels (see chart). Enrollment minimum is $500,000. Fees for your enrolled accounts are based on daily asset levels and are applied at the end of each quarter1.
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 over $2M up to $5M) 0.70% Next $5 million (more than $5M up to $10M) 0.50% Next $15M (more than $10M up to $25M) 0.30% Assets more than $25M
0.30% (or less, as negotiated)
At Schwab's discretion, discounts may apply depending on assets and/or other factors. Please refer to Schwab Wealth Advisory Disclosure Brochure for additional details. -
Review of your portfolio is managed on an as-needed basis with your Wealth Advisor and continues as long as you are enrolled in the Schwab Wealth Advisory program. The frequency of portfolio reviews is agreed upon between you and your dedicated advisor.
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You will first work with your Wealth Advisor to amend your financial plan. With your approval, your advisor will adjust your portfolio to align with your revised plan. You and your advisor may also consult with Schwab specialists to address specific wealth planning or management needs.
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We believe in the long-term benefits of relying on our traditional disciplines around asset allocation and diversification, including tuning out the noise to the extent possible and sticking to your long-term goals. That said, if at any time you have concerns, you can contact your Wealth Advisor for guidance.
Questions? We're ready to help.
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