{"id":227861,"date":"2025-03-18T18:58:25","date_gmt":"2025-03-18T18:58:25","guid":{"rendered":"https:\/\/valmarkfg.com\/site\/?page_id=227861"},"modified":"2025-03-18T19:01:23","modified_gmt":"2025-03-18T19:01:23","slug":"charles-schwab-advisory-account-fees","status":"publish","type":"page","link":"https:\/\/valmarkfg.com\/site\/resources-section\/charles-schwab-advisory-account-fees\/","title":{"rendered":"Charles Schwab Advisory Account Fees"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#ffffff&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_phone=&#8221;&#8221; transparent_background=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; text_orientation=&#8221;center&#8221; module_alignment=&#8221;center&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Charles Schwab Advisory Account Fees<\/h1>\n<h4>For more information, you can call us at 1 (800) 765-5201<br \/>or <span style=\"color: #4dbed5;\"><a style=\"color: #4dbed5;\" href=\"https:\/\/valmarkfg.com\/site\/contact\/\">contact<\/a>\u00a0us<\/span> through our website.<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; 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box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/Schwab_Bank_Investor_Checking_Summary_of_Features_Fees_and_Rates.pdf&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Schwab Bank Investor Checking \u2122 Account: Summary of Features, Fees, &#038; Rates&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;BUTTON &#8211; Schwab Bank Investor Checking \u2122 Account:Summary of Features, Fees, &#038; Rates (PDF)&#8221; _builder_version=&#8221;4.27.4&#8243; hover_enabled=&#8221;0&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; 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disabled_on=&#8221;on|on|on&#8221; _builder_version=&#8221;3.22&#8243; background_color=&#8221;#58585a&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; custom_padding_tablet=&#8221;0px|0px|0px|0px&#8221; transparent_background=&#8221;off&#8221; padding_mobile=&#8221;on&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; disabled=&#8221;on&#8221; global_module=&#8221;692&#8243; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row padding_mobile=&#8221;on&#8221; column_padding_mobile=&#8221;on&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_padding=&#8221;10px|0px|10px|0px&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; 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_builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;LOGO &#8211; TEMPORARY&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;||20px|&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full aligncenter\" src=\"https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/logo_valmark_stack.svg\" width=\"199\" height=\"149\" \/><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;MENU&#8221; _builder_version=&#8221;4.16&#8243; text_text_color=&#8221;#002536&#8243; text_font_size=&#8221;13&#8243; text_line_height=&#8221;2.6em&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_padding=&#8221;|0px||50px&#8221; custom_padding_tablet=&#8221;|0px||0px&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h5>MENU<\/h5>\n<p><span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"https:\/\/valmarkfg.com\/site\/our-story\/\">OUR STORY<\/a><a style=\"color: #2a5a6d;\" href=\"https:\/\/valmarkfg.com\/site\/our-story\/\"><br \/><\/a><a style=\"color: #2a5a6d;\" href=\"https:\/\/valmarkfg.com\/site\/services\/\">SERVICES<\/a><\/span><br \/><span style=\"color: #2a5a6d;\"> <a style=\"color: #2a5a6d;\" href=\"https:\/\/valmarkfg.com\/site\/member-firms\/\">MEMBER FIRMS<\/a><\/span><br \/><span style=\"color: #2a5a6d;\"> <a style=\"color: #2a5a6d;\" href=\"https:\/\/valmarkfg.com\/site\/innovations\/\">INNOVATIONS<\/a><\/span><br \/><span style=\"color: #002536;\"><br \/><\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; 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_builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;SOCIAL&#8221; _builder_version=&#8221;4.21.0&#8243; text_text_color=&#8221;#002536&#8243; text_font_size=&#8221;13&#8243; text_line_height=&#8221;2.6em&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_padding=&#8221;|||0px&#8221; use_border_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h5>SOCIAL<\/h5>\n<p><span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"https:\/\/www.linkedin.com\/company\/valmark-financial-group\/\" target=\"_blank\" rel=\"noopener noreferrer\">LINKEDIN<\/a><\/span><br \/><span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"https:\/\/www.youtube.com\/channel\/UCgG0yMvQz4R3rn5FRapLoyA\/featured\" target=\"_blank\" rel=\"noopener noreferrer\">YOUTUBE<\/a><br \/><span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"https:\/\/www.facebook.com\/ValmarkFG\/\" target=\"_blank\" rel=\"noopener noreferrer\">FACEBOOK<\/a><br \/><span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"https:\/\/www.instagram.com\/valmarkfg\/\" target=\"_blank\" rel=\"noopener noreferrer\">INSTAGRAM<\/a><\/span><\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,2_3&#8243; 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text_text_color=&#8221;#002536&#8243; text_font_size=&#8221;12&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;0px|||&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;-30px|||&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px|||&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; use_border_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Securities offered through Valmark Securities, Inc. Member FINRA\/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.<br \/>130 Springside Drive, Akron, Ohio 44333. (800) 765-5201.\u00a0<span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"http:\/\/www.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a><\/span> | <span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"https:\/\/www.sec.gov\" target=\"_blank\" rel=\"noopener noreferrer\">SEC<\/a><\/span> | <span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"http:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a><\/span> |<span style=\"color: #2a5a6d;\"><a style=\"color: #2a5a6d;\" href=\"http:\/\/www.msrb.org\" target=\"_blank\" rel=\"noopener noreferrer\">MSRB<\/a>\u00a0<\/span> | \u00a0\u00a92026 Valmark Financial Group | All rights reserved.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<span class=\"et_bloom_bottom_trigger\"><\/span>","protected":false},"excerpt":{"rendered":"<p>Charles Schwab Advisory Account Fees For more information, you can call us at 1 (800) 765-5201or contact\u00a0us through our website.MENU OUR STORYSERVICES MEMBER FIRMS INNOVATIONSCONNECT MEMBER LOGIN CAREERSLEARNING CENTERNEWSCOMPANY DISCLOSURESPRIVACY POLICYSOCIAL LINKEDINYOUTUBEFACEBOOKINSTAGRAM &nbsp;Follow Valmark on Social[et_social_follow icon_style=&#8221;slide&#8221; icon_shape=&#8221;rounded&#8221; icons_location=&#8221;top&#8221; col_number=&#8221;3&#8243; custom_colors=&#8221;true&#8221; bg_color=&#8221;#eaeaeb&#8221; bg_color_hover=&#8221;#eaeaeb&#8221; icon_color=&#8221;#022033&#8243; icon_color_hover=&#8221;#004f60&#8243; outer_color=&#8221;light&#8221; network_names=&#8221;true&#8221;]Securities offered through Valmark Securities, Inc. Member FINRA\/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.130 Springside Drive, Akron, Ohio 44333. (800) 765-5201.\u00a0FINRA | SEC | SIPC |MSRB\u00a0 | \u00a0\u00a92026 Valmark Financial Group | All rights reserved.<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":1731,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-227861","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Charles Schwab Advisory Account Fees &#8211; ValMark Financial Group<\/title>\n<meta name=\"robots\" content=\"noindex, nofollow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Charles Schwab Advisory Account Fees &#8211; ValMark Financial Group\" \/>\n<meta property=\"og:description\" content=\"Charles Schwab Advisory Account Fees For more information, you can call us at 1 (800) 765-5201or contact\u00a0us through our website.MENU OUR STORYSERVICES MEMBER FIRMS INNOVATIONSCONNECT MEMBER LOGIN CAREERSLEARNING CENTERNEWSCOMPANY DISCLOSURESPRIVACY POLICYSOCIAL LINKEDINYOUTUBEFACEBOOKINSTAGRAM &nbsp;Follow Valmark on Social[et_social_follow icon_style=&quot;slide&quot; icon_shape=&quot;rounded&quot; icons_location=&quot;top&quot; col_number=&quot;3&quot; custom_colors=&quot;true&quot; bg_color=&quot;#eaeaeb&quot; bg_color_hover=&quot;#eaeaeb&quot; icon_color=&quot;#022033&quot; icon_color_hover=&quot;#004f60&quot; outer_color=&quot;light&quot; network_names=&quot;true&quot;]Securities offered through Valmark Securities, Inc. Member FINRA\/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.130 Springside Drive, Akron, Ohio 44333. 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