Schwab Wealth Advisory™

Common questions

What are the fees for Schwab Wealth Advisory?

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%
Next US$5 million (more than US$5M up to US$10M)	0.50%
Next US$15 million (more than US$10M up to US$25M)	0.30%
Assets over US$25 million	0.30% (or less, as negotiated)

^{At Schwab's discretion, discounts may apply depending on assets and/or other factors. Please refer to the Schwab Wealth Advisory Disclosure Brochure for additional details.}

Who should I contact with portfolio questions?

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.

How do I view my statements and reports online?

After logging into your account, go to the Accounts tab, then to History and Statements, and finally to Statements and Reports.

What other investing advice solutions does Schwab offer?

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.