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For Schwab Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30-per-month advisory fee charged on a quarterly basis as detailed in the Schwab Intelligent Portfolios Solutions™ disclosure brochures. There is no advisory fee or commissions charged for Schwab Intelligent Portfolios. Schwab and CSIA are subsidiaries of The Charles Schwab Corporation. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("Schwab"), a dually registered investment advisor and broker dealer. Schwab Intelligent Portfolios ® and Schwab Intelligent Portfolios Premium ® are made available through Charles Schwab & Co. Please read the Schwab Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs. There are certain eligibility requirements for working with a dedicated Financial Consultant. You can also access your account from anywhere through and our mobile apps.ġ. Yes, regardless of which service you select, Schwab investment professionals are available to help with your service needs 24/7. Will I have access to 24/7 customer service? Our services are available in a wide variety of accounts, including individual and joint brokerage traditional, Roth and rollover IRA trust and custodial accounts. What account types are available for investment advice? Investment minimums vary by service, from as little as $5,000 for Schwab Intelligent Portfolios, to $500,000 for Schwab Advisor Network, and as much as $1 million for Schwab Wealth Advisory. Just call 87 or visit your local Schwab branch. If you're not sure which service is right for you, a Schwab Financial Consultant can help. Your financial needs are as unique as you are.

Which investment advice service is right for me? Environmental, Social and Governance (ESG) Investingīacked by Schwab's Satisfaction Guarantee.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.