Choose the style of investment advice that best fits you and your goals.
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.
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
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 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 advice solutions at a glance.
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.
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
10:30 pm Sunday to 6:00 am Saturday (UK Time)
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)