Schwab Private Client
Wealth management with you at the center.
You've worked hard to build your wealth. Now it's time to make it work for you. Schwab Private Client™ delivers superior client service to help you achieve your most important financial goals. Once enrolled, you receive:
- A personalized approach to wealth management that starts with your goals and includes your full financial life.
- A wealth management strategy with ongoing advice and investment guidance that adapts to life changes.
- A dedicated advisor backed by an experienced team.
A personalized approach to wealth management.
We believe that wealth management should be designed to reflect your unique needs and goals. Your Private Client Advisor will work with you to understand your situation and build a comprehensive wealth strategy that aligns with your objectives today, tomorrow, and into the future.
A comprehensive wealth management strategy for your changing life.
From investment and retirement planning to tax information and education and family support, we help you to create a wealth management strategy that fits your short-term needs and long-term goals.1
An experienced team at your service.
Our priority is to understand and support your entire financial life. Our knowledgeable team will draw on Schwab's vast resources and capabilities as they work closely with you to understand your goals, assess your current portfolio, and craft a comprehensive and personalized wealth strategy.
Value you can expect from Schwab.
For more than 40 years, Schwab has been there for investors through good times and bad. Our client-first approach means that whatever comes your way today, we will always be invested in your tomorrow.
The annual fee for Schwab Private Client starts at 0.80% of assets, and the fee rate decreases at higher asset levels (see chart). Enrollment minimum is $1 million.
If for any reason you are not completely satisfied, we’ll refund your fees or commissions and work with you to make things right. View details.
Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity. View details.
Ready to start a conversation?
Talk to a Financial Consultant to find out if Schwab Private Client is right for you.
or call 866-645-4124
Already working with a Schwab Financial Consultant?
Talk to your Financial Consultant to learn more about Schwab Private Client.
- What are the fees for Schwab Private Client?
- What are the qualifications of my Schwab Private Client team?
- Will I get answers to my other financial questions?
- Who should I contact with portfolio questions?
- Will I receive tax advice?
- How do I view my statements and reports online?
Questions? We're ready to help.