• Safi Bello

Schwab Intelligent Advisory Makes It Easy for Investors to Have a Customized Plan and Automated Port

Charles Schwab press release -------- Charles Schwab today announced the broad availability of Schwab Intelligent Advisory TM, the firm’s new hybrid advisory service that combines live credentialed professionals and advanced technology to make financial and investment planning more accessible. Schwab Intelligent Advisory provides investors with a financial plan tailored to their situation and goals, ongoing guidance and expertise from experienced Planning Consultants, and a fully automated and diversified portfolio − all at a very low cost. With a $25,000 minimum and an annual advisory fee of 0.28% of assets with a quarterly maximum of $900, Schwab Intelligent Advisory is one of the most accessible and lowest-cost advisory solutions available to investors today. To get more in depth information click on the picture below to read the release.

Schwab Intelligent Advisory Makes It Easy for Investors to Have a Customized Plan and Automated Portfolio - Read More from Charles Schwab

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