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Modern investment advice means having better choices.
Everyone's financial needs are unique in their own way. That's why Schwab offers a wide variety of managed investment services, from high-tech to high-touch. Investment minimums vary by service but may start as low as $5,000. Regardless of which service you select, Schwab investment professionals are available to help with your service needs 24/7.
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.
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.
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.
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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.
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.
A diversified portfolio of mutual funds or ETFs managed for you by Charles Schwab Investment Management, Inc. (CSIM).
$25k to start.
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.
Globally diversified strategies composed primarily of ETFs that strive to capture growth in rising markets while seeking to reduce exposure in declining markets.
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.
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