Brokerage & advice
Charles Schwab
Offers wealth and investment management choices, including access to advisory services and specialist support.
What to explore
A QUESTION WORTH ASKING
Is the proposed advisor employed by Schwab or part of an independent firm, and who charges each fee?
Get the terms in writing.
- Account or program minimum
- Varies by program; confirm directly
- Fees and compensation
- Request the current fee schedule and relationship summary
- Services and availability
- Confirm with the specific office, team, and legal entity. A group-level service list does not establish your eligibility.
- Source review
- September 17, 2026 · Firm-published information
Before you decide
- Identify the legal entity and professional who would serve you.
- Read Form CRS and the applicable Form ADV brochure, agreements, and fee schedules.
- Ask about conflicts, product limits, service responsibilities, and how to end the relationship.
- Confirm available roles and affiliation terms directly. This is not an open-job listing.