Introducing automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional, now for a monthly subscription fee.
“Feel confident in your financial future with all the features of Schwab Intelligent Portfolios, plus 1:1 guidance and personalized planning.”
A CFP® professional can help you prioritize your goals like saving for college and retirement, create a plan for reaching them, and provide portfolio recommendations in your best interest. You can easily schedule appointments online to meet by phone or video conference at a time that's convenient for you.
Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals.
Get unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ Tooltip professional, interactive planning tools, and a personalized roadmap for reaching your goals.
Get started with $25,000.
Backed by our commitment to keeping costs low.
Pay a one-time planning fee of $300, and just a $50/month advisory fee after that.
Invest in a portfolio of low-cost exchange-traded funds Tooltip (ETFs).
Just as if you'd invested on your own, you will pay the operating expenses on the ETFs in your portfolio, which includes Schwab ETFs™.
What else you should know.
We believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is placed in an FDIC-insured deposit at Schwab Bank. Some cash alternatives outside of the program pay a higher yield
Our advanced algorithm builds, monitors, and automatically rebalances a portfolio of low-cost exchange-traded funds (ETFs) so you don't have to.