Charles Schwab Investment Advisory

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Last updated: August 21st, 2019. Data source: SEC filings.


Charles Schwab Investment Advisory, federally registered in 2009, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 54 advisors. Charles Schwab Investment Advisory manages $70.6 billion and provides investment advisory services for 403,292 clients (1:7469 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $25,000
Average Client Balance $175,031
Hybrid Advisor Yes
Disciplinary History No
Total AUM $70.6 billion
Advisor / Client Ratio 1:7469
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 151739)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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Daniel E wrote: What are your typical management fees to manage about 600000 to 700000 IRA account?

1 year ago
Response from Jessica H at

Schwab offers several investment advice options with varying fee structures. To determine the management fee you would pay, it would be best to contact one of their advisors and review your needs to see which option is best for you.