Schwab Wealth Advisory, Inc

CRD#159035
Investment Advisor Firm

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Learn more about Schwab Wealth Advisory, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Schwab Wealth Advisory, Inc is located at 211 Main Street, San Francisco, CA. The firm employs 987 financial advisors to manage client portfolios and provide financial guidance. Schwab Wealth Advisory, Inc is not a registered broker-dealer.

    The firm offers financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. Schwab Wealth Advisory, Inc maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant, and commodity pool advisor. The fee structure is categorized as other. Over the past year, the firm has provided financial planning services to 53,000 clients.

    Schwab Wealth Advisory, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.

    Number of Advisors

    987

    Disclosures

    No

    Office Location

    211 Main Street
    San Francisco, CA 94105-1901

    Schwab Wealth Advisory, Inc by the Numbers

    Total Number of Employees

    1,042

    National Average: 64
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    Products and Services

    Financial services that Schwab Wealth Advisory, Inc offers can include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. In the last fiscal year, Schwab Wealth Advisory, Inc provided 53000 of its customers with financial planning servcies. It does not sell products or offer services aside from investment advice to its investment advisory customers. The company also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant, and commodity pool advisor.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees for financial management typically are based on the type of financial services offered. Fees charged by Schwab Wealth Advisory, Inc typically consist of non-traditional fee structures. The company participates in a wrap fee program, in which the company offers a bundle of services for a single fee.The company can withdraw the charges directly from client funds.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Disclosures

    Schwab Wealth Advisory, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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