Advisor Network | Institutional Services

Schwab Advisor Network

Charles Schwab

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Schwab Advisor Network International Institutional Services

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Get specialized guidance from a prescreened investment advisor

If you have a complex financial situation with unique planning needs—and you are interested in working with a financial advisor —consider the Schwab Advisor Network.

Schwab can help you find an independent investment advisor who can take over the day-to-day management of your investments. Screened by Schwab, a select group of the participating advisors offer comprehensive investment management and financial services specifically suited to international clients.

Enjoy personal service tailored to your needs

Customized investment advisor recommendation—We’ll assess your financial needs and investing style to recommend an investment advisor who may be right for you.
Specialized planning expertise—Investment advisors provide comprehensive guidance in a range of areas such as investment management, financial planning, and more. An investment advisor can work with you to develop a personalized financial plan.¹
Ongoing portfolio management—An investment advisor can monitor your portfolio on an ongoing basis, identify investment opportunities aligned with your goals, and may provide in-depth reporting and portfolio reviews.

Fees and asset requirements
The Schwab Advisor Network provides referrals to advisors at no cost to you. Advisor services are available for an asset-based fee that varies by advisor. Schwab Advisor Network recommendations are made to clients with investment assets of $500,000 or more.

PLEASE READ THE IMPORTANT DISCLOSURES BELOW

Advisors are independent and are not employees or agents of Charles Schwab, & Co., Inc. ("Schwab"). Schwab prescreens advisors and checks their experience and credentials against criteria Schwab sets, such as years of experience managing investments, amount of assets managed, professional education, regulatory licensing, and business relationship as a client of Schwab. Advisors pay fees to Schwab in connection with referrals. Schwab does not supervise advisors and does not prepare, verify or endorse information distributed by advisors. Investors must decide whether to hire an advisor and what authority to give him/her. Investors, not Schwab, are responsible for monitoring, and evaluating an advisor's service, performance and account transactions. Services may vary depending upon which advisor you choose.

1. Services vary by advisor.

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Consult our investment professionals

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