Section 1 title
YOUR REALITYCompeting priorities
YOUR FUTUREClient-driven model
Section 1 Body
When the client is your primary focus, your business benefits.
Drive down costs for your clients
Serve clients with an offering that is intended to drive down cost and give investors more. Our focus is to start with the client's interest in mind and give them a choice of how they want to work with us.
Make it about their needs
When you run a Schwab franchise, you can make decisions based on your clients' needs — that means you're free to be the financial advisor you really want to be.
When looking out for your client's interests is your main goal, client satisfaction and ongoing loyalty are natural outcomes.
Section 2 Title
YOUR REALITYCommissions and fees only
YOUR FUTURESharing in multiple revenue streams
Section 2 Body
Our model is different than the standard Gross Dealer Concession (GDC) model. With Schwab, you share in multiple revenue streams on assets you have today and assets you gather going forward.
Get paid like a firm, not a financial advisor
Our revenue share is straightforward and transparent. You share in multiple revenue streams and are not subject to GDC haircuts.
Earn revenue on every client choice
Revenue is earned on the asset base, not on select investment types.
Get credit for every asset
You receive credit on all new account lead flow and assets associated with your branch territory.
Section 3 Title
YOUR REALITYHitting a ceiling
YOUR FUTUREScaling your business
Section 3 body
Our model is built for scale and the notion that clients can choose how they want to work with us. You can serve different types of investors—and accelerate growth.
Gather assets from a diverse client base
From active traders and do-it-yourselfers, to validators and delegators, our technology and platform can provide an exceptional client experience for all investors.
Stay relevant and ahead of industry trends
Built for the digital age, state-of-the-art Schwab technology provides a seamless, multi-channel experience, allowing a more diverse client base to engage the way they want.
Attract multiple generations
From traditional wealth management to robo advice and digital platforms, work easily with your clients and their next generation.
Section 4 Title
YOUR REALITYBeing all things to all people
YOUR FUTURELeveraging our support
Section 4 Body - Sundial
Our top-notch service model, wealth management resources, and strong brand marketing enable you to leverage our robust resources so you can focus on what you do best: build and deepen client relationships.
Section 4 deck
Focus on what you do best
Our 24/7 client service and white glove Partner Support teams serve as powerful resources for your clients and staff. This provides critical scale as you build and manage your business.
Round out your bench
Regional Schwab specialists, including financial planning, managed accounts, fixed income, and trust services are available and may help you win business and deepen relationships.
Your talent, our brand
From national advertising campaigns and access to our financial market experts, to dedicated local marketing resources and a generous reimbursement program, we'll help you maintain a strong brand presence in your community.
There are many benefits to becoming a Schwab franchise owner.
Learn what is drawing entrepreneurial advisors to the Schwab franchise model – from our wealth management solutions to the power of the Schwab brand, our model is designed to support you.
Why Schwab? - Up Next
You've learned about our model, but what else does Schwab offer you?
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Period 2020. 24 of 62, or 39%, exceeded the average. New franchise results may vary.