Charles Schwab Investment Management, Inc
San Francisco, California
3.0
30 Reviews
Charles Schwab Investment Management, Inc is a reputable regional investment advisory firm headquartered in San Francisco, CA. With a staff of 1,007 professionals, including 212 dedicated investment advisors, the company offers a wide range of services to its diverse clientele.
With an average of $112,020,000 in assets under management per investment advisor, Charles Schwab Investment Management, Inc maintains an industry-average position in terms of asset management efficiency. Their compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexi...
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Assets Under Mgmt
$782.62B
Investment Professionals
212
Locations
158
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
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