How does the advisor help clients – Key Takeaways:
Charles Schwab Investment Management, Inc. (CSIM) is a financial expert in providing investment management services, helping clients achieve their financial goals through professional and personalized advice. With a reputation for financial expertise and trustworthiness, the firm offers a wide range of financial services and caters to various client types.
Facts and Insights
Here are some key facts and insights about Charles Schwab Investment Management, Inc. to give you a better understanding of their financial services:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $5.6 trillion | Over 2,800 | 31 years |
Financial Services Offered
CSIM offers a range of financial services to help their clients achieve their financial goals. These include:
- Investment management
- Wealth management
- Retirement planning
- Estate planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- Families
- Institutions
- Corporations
Fees & Compensation
In alignment with their commitment to transparency, CSIM discloses all fees and compensation structures to their clients. This includes:
- Asset-based fees
- Performance-based fees
- Hourly fees
- Flat fees
Background
Charles Schwab Investment Management, Inc. was founded in 1989 and is headquartered in San Francisco, California. With over three decades of experience and a strong track record of financial success, the firm has established itself as a trusted financial advisor in the industry.
Financial Advisor Disclosures to Know
Before working with CSIM, clients should be aware of the following important disclosures:
- The firm is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).
- CSIM has a fiduciary duty to act in the best interests of their clients.
- The firm may transact business in multiple states, making it subject to different regulations and requirements.