What Is Schwab High Net Worth
Schwab High Net Worth is a service tier from Charles Schwab designed for individuals and families with substantial assets. It provides dedicated wealth management support, banking, and trading tools for clients with higher balances.
Features and Benefits
Clients typically receive a dedicated financial consultant, personalized guidance, and access to advanced planning resources. The platform combines brokerage, banking, and advisory services in one place, with competitive pricing and robust research tools.
Eligibility and How to Get Started
Eligibility is based on account assets and investment activity. Prospective clients can explore requirements and open accounts through Schwab’s official website, where they can also compare service tiers and fees.
Learn more about Schwab High Net Worth services on Schwab's official site.
