Get investment advice your way.
Everyone's financial needs are unique. Whether you're looking for focused investment strategies or a more collaborative and customized approach to wealth management, Schwab has you covered.
Choose the investment advice solutions that best fit you and your goals.
Managed Account Select®
Focused investment strategies from an asset management firm
Choose from a wide range of investment strategies for a separately managed account designed to achieve different types of goals, including:
- Balanced, large-cap value
- International growth
- Fixed income
Available strategies vary depending on suitability to individual clients.
Most strategies require a minimum investment starting at US$100,000. There is a tiered, asset-based fee with no trading or transaction fees.
Call us at 0203-795-2704.
Schwab Wealth Advisory™
A personalized approach to wealth management
Collaborate with a dedicated team to create and adjust a sophisticated strategy tailored to your goals. You always stay informed and in control.
The minimum investment is US$500,000 with an annual fee that starts at 0.80% of assets. There are no trading or transaction fees, plus it's backed by Schwab's Satisfaction Guarantee.*
Call us at 0203-795-2704.
Schwab Advisor Network®
Connect with an independent advisor through Schwab
Partner with a prescreened independent advisor through the Schwab Advisor Network for personalized financial guidance covering your investments, financial planning, and long-term wealth goals. Your independent advisor can help provide:
- Comprehensive wealth management
- Personalized financial planning
- Fee-based, fiduciary advice
Minimum investment requirements vary by advisor but typically start at US$500,000. Fees and pricing are always transparent and depend on the services provided.
Call us at 0203-795-2704.
Compare our investment advice solutions for UK investors.
Compare our advice solutions at a glance.
| Managed Account Select® | Schwab Wealth Advisory™ | Schwab Advisor Network® | |
|---|---|---|---|
| Offering | Focused investment strategies from an asset management firm | A personalized approach to wealth management | Connect with an independent advisor through Schwab |
| Minimum investment | Starts at US$100,000 | US$500,000 | Typically starts at US$500,000 |
| Fees | Tiered, asset-based fee; no trading or transaction fees. | Annual fee that starts at 0.80% of assets; no trading or transaction fees. | No referral fee. Additional fees and pricing are transparent and depend on services. |
Talk to our U.K. team to find out which solution is right for you.
Start investing in the U.S. market today.
Common questions about investment advice.
Professional investment advice can potentially help investors grow long-term wealth by aligning portfolio strategy with individual goals, time horizons, and comfort with market fluctuations. Advisors may assist or advise on investment strategies, wealth management, and financial planning.1
Wealth managers can help investors pursue their financial goals by recommending U.S. investments tailored to their portfolios and offering comprehensive wealth management. These personalized services can help address both short-term needs and long-term aspirations, along with guidance that adapts to life changes.
Working with an investment advisor offers several advantages, chief of which is access to personalized fiduciary advice from an expert. This may include recommendations on investment strategy, wealth management, financial planning, and more. For UK investors seeking U.S. market access, an independent advisor from the Schwab Advisor Network can provide guidance tailored to cross-border financial complexities.
Managed Account Select (MAS) is a separately managed account, designed for investors who want professional portfolio management tailored to their financial goals, timeline, and comfort with market movements. With MAS, you directly own the individual securities in your portfolio—rather than shares of a fund—giving you greater ownership, control, and transparency. You can choose from a range of portfolios built around different strategies, including U.S. and international equities, fixed income, and balanced approaches, all managed by carefully vetted, third-party asset managers on your behalf.
Have more questions? We're here to help.
Call
New clients
+44 203 795 2704
Existing clients
0808 234 6306 (freephone from the UK)
1-800-362-1774 (in the US)
Customer service hours
Monday to Friday 24 hours
Visit us
Charles Schwab, UK., Limited
33 Ludgate Hill
London EC4M 7JN
United Kingdom
Office hours
Monday-Friday, 9:00 am to 6:00 pm (UK Time)