Asked by: Alvina Schoppach
asked in category: General Last Updated: 20th March, 2020

Does Schwab offer financial advisors?

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts.

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In this manner, does Charles Schwab offer financial planning?

Schwab Intelligent Portfolios Premium additionally offers comprehensive financial planning with guidance from a CERTIFIED FINANCIAL PLANNER™ professional and access to online planning tools for a one-time planning fee of $300 and just a $30/month advisory fee after that. There is also a $25,000 minimum investment.

Also Know, how are Charles Schwab advisors paid? Regional Branch Financial Consultants receive a one-time payment when clients bring Net New Assets to Schwab ($80 of pay for every $100,000 of assets) and/or purchase certain products or enroll in certain services, including investment advisory services.

Subsequently, one may also ask, does Schwab have fiduciary advisors?

Since Charles Schwab founded our firm, we have been focused on serving and protecting the interests of our clients. When you ask us for advice about the investments in your Retirement Account, Schwab and our representatives will act as fiduciaries and give you investment advice that is in your best interest.

How many financial advisors does Schwab have?

Over 7,500 independent financial advisors of all sizes depend on Schwab.

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