Charles Schwab Investment Management (CSIM) offers investment advice for various accounts, including individual accounts, mutual funds, and exchange-traded funds. CSIM manages investment strategies like Schwab Guided Portfolios and Schwab Intelligent Portfolios. CSIM also provides model portfolios to other financial intermediaries. CSIM does not provide financial planning services.
Assets Under Management$1400B
Clients843,555
Advisors37
Avg. per Client$1.7M
Avg. per Advisor$39B
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
CSIM manages investment portfolios for individual clients through various programs. Fees for these programs are determined by the program sponsors, not CSIM directly. Clients in these programs typically pay a single fee that covers investment advice, brokerage, and custodial services. The specific fees vary depending on the program and the assets managed.
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Location
37 Advisors at this firm
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