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Charles Schwab was founded in 1971 and is based in San Francisco, CA.

Learn more about Charles Schwab and its products by browsing the services it offers. You can also read our community reviews and hear what others have to say about their experience with Charles Schwab.

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 Charles Schwab is founded in 1971 and based in San Francisco, CA. 

Charles Schwab is      founded in 1971 and based in San Francisco, CA.

What management fees does Charles Schwab charge?

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Charles Schwab?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

 Charles Schwab does not charge fees based on an investment expense ratio. 

What type of investment accounts and asset classes does Charles Schwab support?

 does not offer any of the investment vehicles that we track.

What is the minimum amount you have to invest to open an account with Charles Schwab?

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