Schwab Wealth Advisory, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1230
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Schwab Wealth Advisory, Inc. (SWAI) is a registered investment adviser and a wholly-owned subsidiary of The Charles Schwab Corporation. SWAI provides non-discretionary investment advice to Schwab clients enrolled in the SWA Program, based on asset allocation, risk tolerance, and diversification. SWAI Representatives may recommend investments including equities, mutual funds, ETFs, fixed income, options, and SMAs.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Areas of Practice
Investment Management
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Location
211 Main Street, San Francisco, CA, 94105-1901
1230 Advisors at this firm
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