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Private Client Services

Experience a new kind of financial relationship—Schwab Private Client

A relationship that's professional, yet personal—Schwab Private Client offers you the opportunity to establish a unique financial relationship. You'll work together with a Private Client Consultant, and their team, while you stay involved and in control of your portfolio.

A comprehensive, actionable plan

You and your Private Client Consultant will evaluate your entire financial picture. You'll develop a clear understanding of your goals and determine what elements of your current portfolio are helping you meet them—and what elements may be holding you back.

You'll come away with a customized investment plan that identifies tactical actions you can take in the short-term as well as strategic recommendations for the future.

Proceed with confidence

With Schwab Private Client you receive the best of both worlds—the advice of an experienced professional and the opportunity to stay involved—all in the context of a trusted personal relationship.

  • Work closely with your Financial Consultant to develop a financial strategy
  • Get support from a dedicated Portfolio Consultant for plan implementation and investment recommendations
  • Have access to Associate Portfolio Consultants who can answer your questions and help you with your service needs
  • Meet for regularly scheduled review sessions to measure your progress against your long-term objectives and short-term needs
  • Get specific buy and sell recommendations
  • Receive monthly statements with gain/loss information and a Quarterly Performance Review report that illustrates your performance to date

To learn more about Schwab Private Client, call 877-430-4571.

Please read Schwab's Schedule H of Form ADV for important information and dislcosures relating to Schwab Private Client Services.

Co-Sourced Administration

Whether you choose to completely outsource your administration to Schwab or retain certain functions in-house, Schwab Co-Sourced Administration makes it easy to build the right solution for your company.