Charles Schwab Investment Advisory, federally registered in 2009, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 59 advisors. Charles Schwab Investment Advisory manages $69 billion and provides investment advisory services for 351,937 clients (1:5966 advisor/client ratio).
Fees may vary. Please contact advisor.
| Feature | Value |
| Estimated Fees (Annual) | N/A on $0 portfolio |
| Annual Management Fee Notes | Fees may vary. Please contact advisor. |
| Minimum Investment | $25,000 |
| Minimum Annual Fee | $0 |
| Average Account AUM | $195,565 |
| Hybrid Advisor | Yes |
| Disciplinary History | No |
| Total AUM | $69 billion |
| Advisor / Client Ratio | 1:5966 |
| Headquarters | San Francisco, CA |
| SEC Filings | Forms and Brochures |
Daniel E wrote: What are your typical management fees to manage about 600000 to 700000 IRA account?
3 months agoSchwab 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.
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