Catherine
Weigel
Charles Schwab Investment Management, Inc
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About this Advisor
Catherine Weigel is a certified financial planner based in San Francisco, California, who has been in the financial industry for 10 years. Weigel is an advisor for Charles Schwab Investment Management, Inc. Throughout their career, they have worked at Thomaspartners, Inc, Charles Schwab Investment Advisory, Inc and Charles Schwab Investment Management, Inc. Weigel has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Massachusetts and Texas. Charles Schwab Investment Management, Inc is a financial advisory business that has its headquarters in San Francisco, California. It has offices in 56 locations and a total of 886 employees. It controls $701 billion in assets under management among its 250,485 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 214 charitable organizations. Of its 250,485 customer accounts, 21% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a wide array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically are based on which services are provided. However, fees billed by Charles Schwab Investment Management, Inc likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$700,818,097,648
886
250,485
$2,797,845
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Catherine Weigel Work History
Catherine has 10 years of experience.
Charles Schwab Investment Management, Inc
Charles Schwab Investment Advisory, Inc
Thomaspartners, Inc
Disclosures
Catherine Weigel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
Boston, MA
Mission Viejo, CA
San Francisco, CA
Redmond, WA
San Francisco, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.