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Schwab Intelligent Portfolios Premium

Robo-advice meets 1:1 professional guidance.


Christina Faulkner

Christina Faulkner

Schwab CFP® Professional

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Schwab-brand piano music plays. A young woman in professional attire is seated facing the camera with a light-filled office space behind her.

Onscreen text: Christina Faulkner, CERTIFIED FINANCIAL PLANNER™, Schwab Intelligent Portfolios Premium™

Hi, my name is Christina Faulkner. I am a CERTIFIED FINANCIAL PLANNER™.

Christina is shown in her bright office, sitting at her desk by a window. She is smiling while talking on a headset and looking up something on her computer.

Christina [offscreen]: I love working as a planner, because I get to help people figure out how to get from today to tomorrow.

A view of her computer screen reveals she's in a phone chat with a client.

Christina [offscreen]: Some of the common questions that I get from clients are how am I doing, am I on track towards meeting my goals, and how do I juggle everything.

Christina faces the camera and continues the interview.

Christina: And they're concerned about it. They're trying to figure out how do I do all of these things. How do I pay for the down payment of my home. How do I pay off my student loans, or even save for retirement. That's a lot. With planning, we help them prioritize by first understanding what's most important to you at this point. We help you to see the big picture of what you're trying to accomplish. Let's create a plan on how you get there.

Onscreen text: Schwab Intelligent Portfolios Premium™

Music continues to play.

Onscreen text: Charles Schwab. Own your tomorrow. Investing involves risk including loss of principal. Demo shown is for illustrative purposes only and is not representative of any client, experience, or result. Individual experience will vary.

©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC1305585 (0319-95RU)


Introducing automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional, now for a monthly subscription fee.

  • Advanced technology. Unlimited guidance.

    • Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals.
    • Get unlimited 1:1 guidance from a  CERTIFIED FINANCIAL PLANNER™ Tooltip  professional, interactive planning tools, and a personalized roadmap for reaching your goals.
    • Get started with $25,000.
  • Backed by our commitment to keeping costs low.

    • Pay a one-time planning fee of $300, and just a $30/month advisory fee after that.
    • Invest in a portfolio of low-cost  exchange-traded funds Tooltip (ETFs).
    • Just as if you'd invested on your own, you will pay the operating expenses on the ETFs in your portfolio, which includes Schwab ETFs™.
  • What else you should know.

    • We believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is placed in an FDIC-insured deposit at Schwab Bank. Some cash alternatives outside of the program pay a higher yield.  See more information. Tooltip

Feel confident in your financial future with all the features of Schwab Intelligent Portfolios, plus 1:1 guidance and personalized planning.

Get automated investing with Schwab Intelligent Portfolios®.

Make investing easier with a portfolio managed with robo-advice technology.

Our advanced algorithm builds, monitors, and automatically rebalances a portfolio of low-cost exchange-traded funds (ETFs) so you don't have to.

Learn more about Schwab Intelligent Portfolios >

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Plus, get professional guidance and planning with Schwab Intelligent Portfolios Premium®.

Get unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional.

A CFP® professional can help you prioritize your goals like saving for college and retirement, create a plan for reaching them, and provide portfolio recommendations in your best interest. You can easily schedule appointments online to meet by phone or video conference at a time that's convenient for you.

Stay organized and on track with digital planning tools.

Create a road map for reaching your financial goals, including saving for college, retirement, or buying a house. See your performance at a glance and see how changes can impact your plans.

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SIP Playzone Screen on laptop SIP Playzone Screen on laptop SIP Playzone Screen on laptop

Create "what-if" scenarios with the Play Zone®.

Stress-test your plan by adjusting variables like retirement age, saving rates, and lifestyle choices.

What are you afraid of?

See how your financial plan could hold up against changes in variables that are out of your control. View the impact of market cycles, inflation, portfolio returns, long-term care costs, and other unexpected expenses.

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Plan for rising college costs.

Explore monthly, yearly, and lump-sum costs and how changes in inflation and market returns can affect your savings efforts. 

Contact us

Simple pricing for advice, plus your satisfaction is guaranteed.

For a one-time planning fee of $300, and just a $30/month advisory fee after that, you’ll get:

  • Unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional
  • Interactive online planning tools
  • Customized roadmap for reaching your goals

All backed by our Satisfaction Guarantee. If for any reason you're not completely satisfied, we'll refund any eligible fee and work with you to make things right.

Learn more about our Satisfaction Guarantee >

Blue box with $300 one-time planning fee plus $30 per month advisory fee Blue box with $300 one-time planning fee plus $30 per month advisory fee Blue box with $300 one-time planning fee plus $30 per month advisory fee

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