Charles Schwab Investment Advisory Review


Trust Score 89%
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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.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 5966 clients (industry average 1:50)
  • Firm has been federally registered for only 9 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


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


Questions & Answers



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

3 months ago
Response from Jessica H at Investor.com

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.

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