Charles Schwab & CO., INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
7368
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Schwab Wealth Advisory (SWA) offers periodic non-discretionary investment advice through SWAI, an affiliate. Advice covers SWA accounts and separately managed accounts (SMAs). Clients need at least $500,000 to enroll. Schwab acts as broker-dealer and custodian. Financial planning is available to US residents.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
Fees negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,000
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
211 Main Street, San Francisco, CA, 94105
7368 Advisors at this firm
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