Investment Management
with Charles Schwab
Best for retirees & high net worth
- Licensed advisor with fiduciary duty
- Negotiated pricing; pay through account
- Custom to your needs, preferences & risk
- Tax-efficient, easy to switch & work with
- ETFs, Indexes, Mutual Funds, CDs, Stocks, etc
- Financial planning & consulting (optional)
- Ongoing service; Cancel or adjust anytime
Hourly Consulting
$0 account minimum
Best for getting started & 2nd opinions
- Licensed advisor with fiduciary duty
- Custom to your needs, preferences & risk
- Financial planning & consulting only
- Review of saving, investing, 401k, etc