Schwab Advisor Network® We'll refer you to an experienced, local independent investment advisor who can offer you personalized attention and specialized guidance.
$500k to start. Fees vary by independent advisor. No charge for referral.
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.
$1 million to start. Fees start at 0.80% and the fee rate decreases at higher asset levels.