I can work with you to understand your goals, develop a personalized plan and provide investment advice. You’ll find out where and why your money is invested, how your investments are performing and how much you’re spending. You also get access to Schwab’s portfolio management expertise, insights and experts. It’s a modern approach to wealth management – so you can take control of your financial life.
While working with a financial advisor is free, implementing recommendations made during a consultation may incur transaction commissions or other fees, charges or expenses.
Working with a dedicated financial advisor is an eligibility requirement.
Representatives may only conduct business with residents of the state in which they are duly licensed.
Third parties, companies and organizations mentioned on this page are not affiliated with Charles Schwab & Co. Inc. or any of its subsidiaries.
Wealth management refers to products and services offered through Charles Schwab’s operating subsidiaries, with important differences including, but not limited to, the type of advice and assistance provided, fees charged and the rights and obligations of the parties. Knowing the differences is important when deciding which products and/or services to choose.
Investors should carefully read the information contained in the prospectus, including investment objectives, risks, charges and expenses. You may request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.