Relationships you can build on. Start with advice that helps you meet your goals

We believe that the best advice begins with the right relationship, with a seasoned professional who meets your specific needs.

That's why we offer Schwab Private Client for international clients. You will enjoy a personal relationship with a Schwab Private Client Consultant who is backed by a small team of investment professionals. It's an ideal combination of ongoing advice, personal attention and superior client service.

Receive a Tailored Investment Plan and Periodic Advice

Customized advice—Your Private Client Consultant and team will develop a customized investment strategy designed to help meet your goals, including specific actions to achieve them.
Periodic guidance—Throughout your Private Client relationship, you'll be kept up-to-date on your financial progress and market developments through quarterly portfolio reviews and comprehensive annual consultation.
Personal connection—Enjoy personal consultations with your Private Client Consultant and direct access to your dedicated team for portfolio advice, plan implementation, investment recommendations and account service.

Take Advantage of Expanded Investing Features

Enhanced quarterly reporting—Receive consolidated Quarterly Portfolio Reviews providing account activity, customized performance information and gain/loss information.
Fixed income expertise—Your team will work with a dedicated Schwab fixed income specialist to help construct an appropriate allocation or overall portfolio of fixed income solutions.
Premium research—Gain full access to Schwab Equity Ratings™, our objective, fact-based approach to rating stocks, as well as perspectives from leading research providers such as Goldman Sachs PrimeAccess^SM Research, Argus and Morningstar.
Trade commissions—You'll receive equity trades across all enrolled accounts at no additional cost.

Fees
Schwab Private Client is available for an annual asset based fee starting at 0.75% applied to eligible assets in enrolled accounts and decreasing along a sliding scale based on assets. Fees are billed quarterly with a minimum quarterly fee of $1,000. Includes all equity trade commissions in your enrolled accounts.

Schwab Equity Ratings do not take into account your individual circumstances, financial situation or needs, nor do they represent a personalized recommendation of a particular stock to you. Stocks can be volatile and entail risk, and individual stocks may not be suitable for you.

Please ask to see the Schwab Private Client Disclosure Brochure for important information about this service.

Schwab generally acts as principal (not agent) in executing the trade when you decide to buy or sell a fixed income security such as a bond. We act as principal (such as a dealer or underwriter) to help assure efficient access to a wide array of bonds at competitive prices for our clients. In acting as principal, Schwab has a potential conflict of interest, which may include Schwab earning a fee or earning (or losing) money as a result of the transaction. More detailed information regarding Schwab’s principal trading activity, the potential conflict of interest, and the necessity of securing your consent may be found in Section 8A of the Schwab Private Client Agreement and in the section entitled “Participation or Interest in Client Transactions—Principal Trading” of the Schwab Private Client Disclosure Brochure.

The Schwab Private Client service is available for clients residing outside the United States only where Schwab permits.

(0109-7853)

Consult our investment professionals

Call +1-415-667-7870 (877-853-1802 in the U.S.), or email us to discuss your options.