Schwab Intelligent Advisory

GPTKB entity

Statements (21)
Predicate Object
gptkbp:instanceOf Robo-advisor
Financial service
gptkbp:assetClass ETFs
gptkbp:country gptkb:United_States
gptkbp:fareControl 0.28% annual advisory fee
gptkbp:firstReleased 2017
gptkbp:headquartersLocation gptkb:Westlake,_Texas
https://www.w3.org/2000/01/rdf-schema#label Schwab Intelligent Advisory
gptkbp:minimumInvestment $5,000
gptkbp:offeredBy gptkb:Charles_Schwab_Corporation
gptkbp:parentCompany gptkb:Charles_Schwab_Corporation
gptkbp:platform Online
gptkbp:provides Personalized financial plan
Automated portfolio management
Access to human financial advisors
gptkbp:serviceType Financial planning
Automated investment management
gptkbp:targetAudience Individual investors
gptkbp:website https://www.schwab.com/intelligent-advisory
gptkbp:bfsParent gptkb:Schwab_Intelligent_Portfolios_Premium
gptkbp:bfsLayer 7