SWAI and Schwab are Registered Investment Advisers and wholly owned subsidiaries of the Charles Schwab Corporation.Future Wealth is an app that allows users to track and review their investment portfolios. ("Schwab") depending on the complexity of your financial situation. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.Īsset allocation and diversification strategies do not ensure a profit and do not protect against losses in declining markets.įinancial Planning consultations are conducted by employees of Schwab Wealth Advisory, Inc. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab Wealth Advisory™ ("SWA") is a non-discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.Ģ. Schwab Wealth Advisory does not provide specific individualized legal or tax advice. Certain services may be provided by affiliated professionals and third-party firms. There are certain eligibility requirements for working with a dedicated Financial Consultant.ġ. How do I view my statements and reports online?Īfter logging in to, go to the Accounts tab, then to History and Statements, and finally to Statements and Reports. However, they can work with you to target tax-smart investment and planning strategies. Your Wealth Advisor doesn't provide specific tax advice. Your Wealth Advisor is your primary contact for inquiries related to your Schwab Wealth Advisory wealth management strategy and portfolio management.
Your Financial Consultant coordinates your entire relationship with Schwab and can help connect you with specialists and service support. Who should I contact with portfolio questions?
They’re available when you need them to discuss key aspects of your financial life. How much do you need to save for retirement, and are you on track to meet your goals? And now that you’ve built your savings, how can you make smart decisions to preserve and grow those assets? Whatever your financial question, your Schwab Wealth Advisory team has you covered. Will I get answers to my other financial questions?
Future wealth tracker professional#
Once enrolled, you will receive regulatory documents that detail your advisor's background and associated professional designations and certifications. Schwab Wealth Advisory has more than 600 team members with dedicated wealth experience, and 95% of our Wealth Advisors hold a professional designation in their area of expertise (as of September 2021). What are the qualifications of my Schwab Wealth Advisory team? Next $3 million (more than $2M up to $5M) Next $1 million (more than $1M up to $2M) Fees for your enrolled account are based on daily asset levels and are applied at the end of each quarter. The annual fee for Schwab Wealth Advisory starts at 0.80% of assets and decreases at higher asset levels (see chart). What are the fees for Schwab Wealth Advisory? Talk to your Financial Consultant to learn more about Schwab Wealth Advisory.
ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.
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