The service includes unlimited assistance from certified financial planners plus access to comprehensive digital planning tools.
Estimated reading time: 0 minutes, 15 seconds
Charles Schwab has revamped its digital advisory service and now charges a one-time initial fee of $300 plus a monthly $30 fee regardless of the amount of account assets. So reports Barron’s.
The service includes unlimited assistance from certified financial planners plus access to comprehensive digital planning tools.