Schwab Wealth Advisory, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1230
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Schwab Wealth Advisory, Inc. (SWAI) is a registered investment adviser and a wholly-owned subsidiary of The Charles Schwab Corporation. SWAI provides non-discretionary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) Program, Schwab Managed Account Services (MAS) program, and Schwab Managed Portfolios (SMP) program. SWAI Representatives offer periodic recommendations on asset allocation and securities, but clients make all investment decisions.
Fee Structure
SWAI does not enter into agreements directly with clients and does not receive direct compensation from them or negotiate fees with them. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts equal to: (1) the costs and expenses incurred by SWAI in connection with the SWA Program; plus (2) an additional amount of 10% of those costs and expenses.
Areas of Practice
Location
211 Main Street, San Francisco, CA, 94105-1901
