Schwab Wealth Advisory™
Wealth management focused on you. Get the peace of mind that comes from the committed attention of experienced professionals who know your specific needs as U.K. resident investors.
You've worked hard to build your wealth. Now it's time to make it work for you. Schwab Wealth Advisory delivers exceptional client service and advice 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 key aspects of your financial life.
- A wealth management strategy with advice and investment guidance that adapts to life changes.
- A dedicated advisor backed by an experienced team.
- Specific U.S. investment recommendations.
A personalized approach to wealth management.
We believe that wealth management should be designed to reflect your unique needs and goals. Your Wealth Advisor will work with you to understand your situation and build a comprehensive U.S. investment portfolio that aligns with your objectives today, tomorrow, and into the future.
An experienced team at your service.
Our priority is to understand and support your financial life. You'll work alongside a dedicated team of professionals with a wide range of expertise to help you make informed decisions about your U.S. investments. Your team includes:
Your Financial Consultant who works closely with your advisor and manages your overall relationship with Schwab.
Your Wealth Advisor who provides strategy and planning guidance and specific U.S. investment recommendations.
Your Associate Wealth Advisor who helps execute your strategy and supports your portfolio management needs.
Value you can expect from Schwab.
For more than 40 years, Schwab has supported 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.
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 Wealth Advisory is available to clients who have a minimum of US$500,000 to invest at initial enrollment. The annual asset-based fee starts at 0.80% and decreases at higher asset levels.
Enhanced periodic reporting
Get consolidated periodic portfolio reports in addition to a monthly gain/loss statement.
Receive unlimited listed equity trades across all enrolled accounts at no additional cost. Also, fixed income markups and broker-assisted trade fees are waived.
The annual fee for Schwab Wealth Advisory starts at 0.80% of assets and decreases at higher asset levels (see chart). Enrollment minimum is US$500,000. Fees for your enrolled account are based on daily asset levels and are applied at the end of each quarter. There are no withdrawal fees.
Billable Assets Fee Schedule First US$1 million 0.80% Next US$1 million (more than US$1M up to US$2M) 0.75% Next $3 million (more than US$2M up to US$5M) 0.70% Assets over US$5 million 0.30%
Your Financial Consultant coordinates your entire relationship with Schwab and can help connect you with specialists and service support. Your Wealth Advisor is your primary contact for inquiries related to your Schwab Wealth Advisory wealth management strategy and portfolio management.
After logging into your account, go to the Accounts tab, then to History and Statements, and finally to Statements and Reports.
In addition to the Schwab Wealth Advisory investing solution, Schwab offers Managed Account Select for U.K. investors looking for predesigned investment strategies and support. Learn more about the investment advice solutions available to you.
Ready to start a conversation?
Talk to our U.K. Team to find out if Schwab Wealth Advisory is right for you.
Looking for additional investment advice options?
Consider a separately managed account with Managed Account Select®.
Have more questions? We're here to help.
Charles Schwab, UK., Limited
33 Ludgate Hill
London EC4M 7JN
Monday-Friday, 9:00 am to 6:00 pm (UK Time)