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

The minimum investment varies and starts at US$100,000 for most strategies. There is a tiered, asset-based fee with no trading or transaction fees. 

Call us at 0203-795-2704.

Learn more

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.

Learn more

Invest

Have more questions? We're here to help.

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