High Tech
Schwab Intelligent Portfolios®
We build, monitor, and automatically rebalance a portfolio of low-cost exchange-traded funds. You can get help from a Schwab professional 24/7.
$5K to start. Pay no advisory fee and no commissions.
Just as if you'd invested on your own, you pay the operating expenses on the ETFs in your portfolio—which includes Schwab ETFs™. We believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is placed in an FDIC-insured deposit at Schwab Bank. Some cash alternatives outside of the program pay a higher yield. See more information.
High Touch
Dedicated financial advice with a personal relationship.1
We offer clients the option of a high-touch relationship to help you meet your financial goals. A Schwab Financial Consultant can help you determine the right solution for you, based on your needs.
Schwab Private Client™
We provide you a dedicated team that collaborates with you to create and adjust a sophisticated strategy, tailored to your goals. You always stay informed and in control.
$500k to start. Fees start at 0.80% and the fee rate decreases at higher asset levels.
Call us at 866-645-4124 or find a local Financial Consultant to speak with.
Blend of both
Schwab Intelligent Portfolios Premium™
Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Get unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional, interactive planning tools, and a personalized roadmap for reaching your goals.
$25K to start. Pay a one-time planning fee of $300, and just a $30/month advisory fee after that.
Backed by Schwab's Satisfaction Guarantee >
Just as if you'd invested on your own, you pay the operating expenses on the ETFs in your portfolio—which includes Schwab ETFs™. We believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is placed in an FDIC-insured deposit at Schwab Bank. Some cash alternatives outside of the program pay a higher yield. See more information.
Additional Solutions
In addition to the solutions above, we offer specialized investment solutions to help you meet your specific goals. A Schwab Financial Consultant can help you determine what’s right for you, based on your individual goals and financial situation.
- Schwab Managed Portfolios™
A diversified portfolio of mutual funds or ETFs managed for you by Charles Schwab Investment Management, Inc. (CSIM).
$25k to start.
- Managed Account Select®
A separately managed account of individual securities, such as stocks or bonds, managed on your behalf by a professional asset management firm.
$100k to start.
- Windhaven® Strategies
Globally diversified strategies composed primarily of ETFs that strive to capture growth in rising markets while seeking to reduce exposure in declining markets.
$100k to start.
- ThomasPartners® Strategies
Two approaches that strive to deliver a reliable source of income with the potential for income growth, to help you get to, and through, retirement.
$100k to start.