Charles Schwab & Co., Inc. offers the Schwab Wealth Advisory (SWA) program, a wrap fee program providing periodic, non-discretionary investment advice through its affiliate, Schwab Wealth Advisory, Inc. (SWAI). SWAI representatives offer advice on asset allocation and securities based on your financial situation. Schwab acts as the broker-dealer and custodian. Clients are responsible for making their own investment decisions. Financial planning specialists are available at no additional cost to US residents.
Assets Under ManagementN/A
ClientsN/A
Advisors8,109
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8,109 Advisors at this firm
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