Assets Under Management
$1437.0B
Number of Clients
843,555
Number of Advisors
36
Average Client AUM
$1.7M
AUM per Advisor
$39.9B
Compensation
Fee-Only (AUM)Fixed/Hourly
Charles Schwab Investment Management (CSIM) offers advisory services to separately managed accounts (SMAs), registered investment companies (mutual funds and ETFs), and collective trust funds. CSIM provides investment management services for various SMA strategies. CSIM also provides model portfolios to sponsors of advisory programs and platforms and other financial intermediaries.
211 Main Street, San Francisco, CA, 94105