Properties (56)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:chargingTime |
Advisory fees
|
| https://www.w3.org/2000/01/rdf-schema#label |
Schwab Intelligent Advisory
|
| gptkbp:integration |
Schwab_brokerage_accounts
|
| gptkbp:is_accessible_by |
Mobile app
|
| gptkbp:is_aimed_at |
Wealth accumulation
|
| gptkbp:is_available_in |
gptkb:United_States
Online platform Individuals and families. |
| gptkbp:is_designed_to |
Long-term investors
Enhance financial literacy Clients seeking financial independence Clients with specific financial goals Clients with varying risk tolerances Simplify investment management |
| gptkbp:is_governed_by |
gptkb:Securities_and_Exchange_Commission
gptkb:Charles_Schwab_Corporation |
| gptkbp:is_known_for |
User-friendly interface
Client-centric approach Transparent fee structure Low-cost investment solutions |
| gptkbp:is_part_of |
Charles_Schwab's_digital_offerings
Charles_Schwab's_investment_ecosystem Schwab's_comprehensive_financial_services Schwab's_suite_of_investment_services |
| gptkbp:offers |
Tax-loss harvesting
Investment diversification Asset allocation strategies Retirement planning services Investment education resources Socially responsible investment options Goal-based investing Financial health assessments Flexible investment options Estate planning resources Comprehensive financial reviews Customizable investment portfolios Automated investment management Financial goal tracking |
| gptkbp:provides |
Risk assessment tools
Client support services Investment performance reporting Access to financial advisors Portfolio management services Personalized financial planning Client onboarding process Investment goal setting tools Investment insights and research Investment rebalancing services Investment strategy recommendations Ongoing portfolio monitoring |
| gptkbp:requires |
Minimum investment amount
|
| gptkbp:suitableFor |
Retirement accounts
New investors |
| gptkbp:targets |
Individuals seeking investment advice
|
| gptkbp:utilizes |
Robo-advisory technology
|